Ruby Financial

Ruby Financial Ruby Financial are here to provide customers with simple and direct financial advice from a single independent team.

Do you wish you could track your investments in real time? Good news, you can!  Our clients can enjoy the use of our onl...
18/08/2022

Do you wish you could track your investments in real time?

Good news, you can!

Our clients can enjoy the use of our online software system provided by Intelligent Office, offering continuous real-time access to your portfolios via the online system and, if you choose, the App.

If you need truly independent and honest financial advice, talk to Ruby Financial.

Many business owners fail to consider the impact of themselves or directors suddenly becoming critically ill or passing ...
16/08/2022

Many business owners fail to consider the impact of themselves or directors suddenly becoming critically ill or passing away. The best way to ensure that a business remains profitable through tough times is to build-in resilience.

Our expert advisers can give you the right independent advice to help you protect yourself when the road gets rough.

If you need truly independent and honest financial advice, talk to Ruby Financial.

Meet our Just Mortgages partner, Jay! Jay has been working in the financial sector for over 30 years and gained invaluab...
13/08/2022

Meet our Just Mortgages partner, Jay! Jay has been working in the financial sector for over 30 years and gained invaluable experience in the retail and telephony channels.

Jay has worked in senior management positions at Eagle Star, C&G, Lloyds, and TSB before becoming a Mortgage and Protection Adviser at Just Mortgages. He takes prides on being able to provide a bespoke personal mortgage service, helping customers to navigate the ever-changing landscape of the mortgage market, ensuring they continue their journey with the most suitable mortgage as well as protecting their home and their loved ones.

When at home, Jayesh loves spending time with his wife and son and is a keen athlete, playing cricket and football for local teams. Jay also has a 2nd Dan Black Belt in Shotokan Karate.

Ruby Financial offers completely independent financial advice to help you build a plan and achieve your financial goals....
11/08/2022

Ruby Financial offers completely independent financial advice to help you build a plan and achieve your financial goals.

If you need truly independent and honest financial advice, talk to Ruby Financial.

We want to understand the journey you’re on and your financial objectives, so we can build an appropriate strategy to he...
09/08/2022

We want to understand the journey you’re on and your financial objectives, so we can build an appropriate strategy to help you achieve them, so our initial consultation is free of charge.

Once a plan is made, costs will depend on the level of on-going service and support you need from our team.

If you need truly independent and honest financial advice, talk to Ruby Financial.

Meet Martin! Martin has been an accountant in industry and consultancy for the first 25 years of his accomplished career...
06/08/2022

Meet Martin! Martin has been an accountant in industry and consultancy for the first 25 years of his accomplished career, being Fellow of The Chartered Institute of Management Accountants (FCMA), Chartered Associate of The London Institute of Banking and Finance (Chartered ALIBF), as well as other specialisms, and a master’s degree in Finance.

Through his experiences dealing with SME owners and their finances, Martin realised that improper qualification, poor customer service, and heavy sales-based approaches present in many financial advice organisations were often leading to clients receiving poor advice and decided to become an IFA himself to help raise the bar. Martin maintains he is an IFA because he understands and espouses the fundamentals of finance, and his strong problem-solving skills allow him to assist clients in creating the most suitable solution as opposed to an easy one.

Whilst not at work, Martin enjoys riding around his small-holding with his partner, home to a rapidly increasing menagerie of horses, ponies, chickens, dogs, and cats – not to mention his two children. Martin also trains in Mixed Martial Arts, and after training enjoys nothing better than jumping over things on his horse.

Transparency. That’s one thing you can always expect from us.  There are no hidden agendas, sponsorships, or affiliation...
03/08/2022

Transparency. That’s one thing you can always expect from us.

There are no hidden agendas, sponsorships, or affiliations with any bank/parent company behind our services, so when we offer advice on retail investment products we do so independently from across the entire financial marketplace, helping you to achieve your investment goals.

If you need truly independent and honest financial advice, talk to Ruby Financial.

At Ruby Financial, our team of expert advisers and planners can help you with everything from Life cover and Share Prote...
01/08/2022

At Ruby Financial, our team of expert advisers and planners can help you with everything from Life cover and Share Protection policies to Business Loan protection, ensuring that your business is as resilient as possible should the worst happen.

To found out more, and get truly independent and honest financial advice, talk to Ruby Financial.

We review your plan and portfolio over time, to ensure it continues to work for you and your investment goals, so that i...
30/07/2022

We review your plan and portfolio over time, to ensure it continues to work for you and your investment goals, so that it can provide for the future you want, or the future of those most important to you.

If you need truly independent and honest financial advice, talk to Ruby Financial.

Calling all customers! We’d appreciate any feedback on our services if you could spare a moment to write a quick review ...
28/07/2022

Calling all customers!

We’d appreciate any feedback on our services if you could spare a moment to write a quick review in the comments.

We can offer advice to help match you to the right investments. Our team is composed of like-minded independent advice s...
26/07/2022

We can offer advice to help match you to the right investments.

Our team is composed of like-minded independent advice specialists with many decades of combined industry experience, and our focus is solely on providing the solutions that are the best fit for you.

If you need truly independent and honest financial advice, talk to Ruby Financial.

People say life is a journey, and every great journey or adventure needs a plan, and a faithful companion to help lighte...
23/07/2022

People say life is a journey, and every great journey or adventure needs a plan, and a faithful companion to help lighten the load and keep you on the path; to always be there when you need us.

If you need truly independent and honest financial advice, talk to Ruby Financial.

Address

Great Barn South
Hereford
HR14SE

Alerts

Be the first to know and let us send you an email when Ruby Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ruby Financial:

Share