INVESTMENT
The secret to growth is making sure the foundations are right
When it comes to investing, its best to be independent, together.
WHY INVEST?
We know the landscape and can find the right path for you. We are dedicated to giving you the best advice that looks in every direction.
At Ruby Financial, our expert IFAs are dedicated to offering tailored financial investment guidance just for you.
We’ll assist you in comprehending all the possibilities for investing your funds and pinpointing the strategy that has the potential for the highest returns in the long run. When evaluating various investment plans or financial products, we’ll walk you through the advantages, disadvantages, and possible risks, enabling you to make an informed choice about the most suitable option for your needs.
OUR APPROACH
To us your investments are a two-way street. We build trusted relationships that deliver reliable, relevant returns.
We take great pride in fostering long-term relationships. This means you’ll have the opportunity to regularly revisit your financial plans with us and obtain valuable, current insights on where to allocate your resources. In doing so, you’ll be well-positioned to maximise the returns on your investments.
Before suggesting any product or service, we carry out an in-depth analysis to confirm its alignment with your goals. We consistently monitor their performance, ensuring they remain efficient in achieving the returns you want, even as they evolve. Our suite of services aims to simplify your journey, providing you with more time to focus on life’s priorities, safe in the knowledge that your investments are well-managed.
GOOD TO KNOW
We will help you answer all your investment questions, but below are a few we get asked regularly...
Our initial consultation is free of charge – we want to understand your journey and financial objectives and build an appropriate strategy to help you achieve them.
Once a plan is made, costs will depend on the level of work involved and the amount of ongoing service you need from our team.
Our services are fully regulated, and we have a duty of care that ensure our charges are open and fair. You will always know what you are being charged and what it is for.
You can find a full breakdown of our rates by contacting us.
Part of making your investment journey enjoyable and pain free is keeping an eye on the road ahead. Individual investments and products change – what’s important is to make sure that this doesn’t affect your investment goals. We review your plan and portfolio over time, to ensure it continues to work for you, so that it can provide for the future you want, or the future of those most important to you.
It’s good to see the road ahead clearly when planning and investing for the future. Our clients can enjoy using our online software system provided by Xplan, offering you continuous access to your portfolios via the online system and, if you choose, the App.
CONTACT US
Guiding your financial journey
We offer a range of services to set your financial wellness on the right path, but the first step of the journey is getting to know you.