Individual Clients

Rutland Investments currently look after Investments for over 3000 individual clients and manage Assets on their behalf in excess of £300 million. Looking after our individual client base is our core business activity. We value this relationship with existing clients who provide the majority of our new business growth either through arranging additional contracts and services or by recommending friends or colleagues to us. In addition to managing individual Pension and Investment funds we assist clients with a wide range of financial products. Listed below is a summary of the products and services we can offer.

• Investments
  We can arrange investment portfolios from as little as £10000. Each client can have a portfolio designed to suit their own circumstances and attitude to risk. Many clients use this service to invest for retirement planning, tax planning or simply to arrange a tax efficient income in retirement.
  
  
• Pensions
  Rutland's advisers specialise in individual pension planning This involves dealing with transfers from previous employment as well as restructuring existing plans to maximise returns. The firm's senior advisers all have advanced financial services qualifications which allow us to offer advice in the more complex area of occupational pension's advice.
  
  Review Your Pension - Find out how much you could benefit (Download and Complete form)
  
  
• Mortgages and Loans
  We use the mortgage brain on-line mortgage sourcing facility to ensure we can offer the most competitive terms to our clients. This system allows us to search across all the major lenders products some of whom offer us exclusive deals not available on the high street.
  
  Find out how much you could save on your Mortgage (Download and Complete form)
  
  
• Protection Policies
  Most clients value the peace of mind and security that comes with arranging life cover to protect dependants or business partners. Through our relationship with the exchange on line product sourcing system we can ensure the most competitive rates are available to our clientele. Rutland's advisers can also deal with income protection plans and inheritance tax planning.