About Us
Your Trusted Financial Partners at RAE Financial Advisory Services Ltd
At RAE Financial Advisory Services Ltd, we pride ourselves on being your trusted financial partners, offering a wealth of experience and expertise to guide you through your financial journey. With a combined wealth of knowledge garnered from years of dedicated service in the financial services industry, our team is committed to delivering personalised, holistic and impartial financial recommendations that align with your unique goals and aspirations.
Meet Our Founder: Ramzy Abu-Eda
Ramzy Abu-Eda, our esteemed founder, brings decades of invaluable experience to our team. Having commenced his journey in the financial services industry in 1999, Ramzy has honed his skills and insights while serving with renowned institutions such as City Financial Partners Limited (CFPL), Royal Liver Assurance and AXA Wealth/Co-op Bank.
Ramzy is dedicated to providing impartial, professional and quality financial and mortgage advice, ensuring that you receive the best of both worlds. Holding qualifications at the Diploma level, he is continuously striving towards attaining the prestigious designation of Chartered Financial Adviser within the next 12 months, a testament to his unwavering commitment to excellence and professionalism.
Our Legacy of Excellence in UK Financial Services
Rooted in a rich history of excellence, RAE Financial Advisory Services Ltd has been instrumental in helping individuals and businesses in the UK thrive. Over the years, we have proudly supported countless clients, solidifying our reputation as a trusted partner in financial planning and wealth management in Manchester and the North West, including Stockport, Altrincham, Wilmslow, Handforth, Northwich, Middlewich, Crewe, Warrington, Widnes, Newall Green and Wythenshawe. Our legacy is built on a foundation of integrity, trust and a relentless dedication to our clients' success.
Comprehensive Financial Advisory Services in Manchester & the North West
At RAE Financial Advisory Services Ltd, we understand that life is full of financial decisions that shape your future. That's why we are committed to providing you with the certainty that comes from good advice.
Whether you're planning for retirement, managing inheritance tax and estate planning, or navigating the sale of your business, we are here to help you achieve your financial goals and secure your future.
Our comprehensive range of financial planning services is tailored to meet your specific needs and circumstances. We follow a structured approach that includes the following phases:
Preliminary Fact-Finding Meeting: This initial phase involves a thorough assessment of your financial situation, including your goals, preferences and risk tolerance. We conduct this meeting in the comfort of your own home or office, ensuring a personalised and comfortable experience. This initial meeting is free of charge and you are not under any obligation. Please note that any information gathered are covered by Data Protection Act.
Strategy Recommendations: After gathering all necessary information from the preliminary meeting, we meticulously analyse and evaluate the data to formulate a comprehensive and objective blueprint and offer credible recommendations that are in line with the Financial Conduct Authority rules and regulation. This recommendation takes into account your short and long-term goals, ensuring that it aligns perfectly with your unique financial circumstances. Please note that any costs involved will be provided before any recommendation in an open and transparent manner.
On-going Portfolio Value Assessment: The final phase of our holistic financial planning process involves continuous monitoring and assessment of your portfolio's value. This ensures that our advice remains consistent with your evolving needs and goals, providing you with peace of mind and confidence in your financial future.
Start Your Journey with RAE Financial Advisory Services Ltd
Take control of your financial future today by partnering with RAE Financial Advisory Services Ltd. Contact us today on 07957656773 to schedule a free no obligation consultation and discover how our experienced financial planners can help you achieve your financial goals and build a secure future for yourself and your loved ones.
