Aims
Ridgeview Financial is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team to ensure this personal service is delivered in practice. You can call us and we will select an Adviser to contact
you at your convenience. Benefits
You will always benefit from expertise as our advisers are all qualified and kept up to date through a comprehensive training and competence scheme. This ensures that technical developments and changes in the marketplace, as well as servicing issues and technology improvements are communicated to our advisers so they can provide the best possible service to all our clients. Ridgeview Financial is also large enough to provide scale benefits. This means that preferential terms may be available from time to time that are not available through other advisers or direct to consumers. Expertise
Our Senior Management Team has an average of over 25 years’ experience in the industry. So, in addition to the skills and competency of our Advisers, you can rest assured that our company has the depth of experience and knowledge to provide our services for the long term. We pride ourselves on providing ongoing service and always aim to maintain long term relationships with our clients. This commitment provides the security and continuity needed to help our clients set and review plans with confidence. Strength
To ensure that we can meet our client obligations now and into the future, we recognise the need for and have the strength in depth to meet the financial and resourcing challenges that can hit any business. We have the support of one of the UK’s biggest Financial Advisory Networks – Quilter Financial Planning. Our membership of Quilter provides a wide range of client benefits, including cost efficiency through the centralisation of resources, which avoids duplication. Ethos
In addition to our client promise, we are committed to high ethical standards and maintain an ethos for our business which places fair treatment for all our advisers and staff at its core. We aim to provide the best possible working environment and conditions. Ridgeview Financial also seeks to align excellent client service with the remuneration and rewards provided to Advisers. Ridgeview Financial Services LLP is an Appointed Representative of Quilter Financial Services Ltd. who are authorised and regulated by the Financial Conduct Authority.
