Welcome to Ruby Red 

Financial Planning 

Our goal at Ruby Red Financial Planning is to work with you to really understand what it is you want from your life. We help identify, achieve and maintain your desired lifestyle whilst helping minimise the risk of running out of money within your lifetime. 

This looks different for everybody, so our plans are all bespoke to your ambitions and plans.

 

No two people are the same, so why would your plans be? 

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Who are we?

As a Chartered Financial Planner, James is in the top tier of financial planners in the UK​.

Ruby Red Financial Planning was founded at the start of 2020 with the ambition of working alongside clients to positively impact their financial wellbeing and support them along their journey to live the life they aspire to. Removing unnecessary headaches typically associated with money matters.

Typically working with business owners, individuals seeking true financial independence and professional sportspeople looking to organise and secure their financial future.

What our clients say...

Some of our clients have been kind enough to share their experiences with us, let’s see what they have to say.

Gavin - Corporate Client

Working with James at Ruby Red Financial Planning has been a refreshing experience.

James is an extremely knowledgeable adviser, he is straightforward, approachable and responsive. He understood my situation well, having listened to my circumstances, and presented clear solutions for my business needs. I wouldn't hesitate to recommend him.

Tell us about you...

You’re well aware that life is not a rehearsal. You only get one go, and you want to make the most of it. Whilst money certainly isn’t everything, you know your finances must support your future.

You’re looking for someone who can understand your situation, explain your financial reality in a jargon-free way and guide you on an ongoing journey. That’s where we come in.

The financial conduct authority does not regulate tax planning and some forms of corporate planning.

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What does your financial future look like? 

Let's talk...

If you’d like to find out more or book in a free, no obligation meeting, complete the form below and a member of the team will be in touch.

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Get in touch

If you wish to register a complaint, please write to Ruby Red 107 Langbrook Cottages, Westlake, Ivybridge, Devon, PL21 9JX, telephone 01752 691926 or e-mail info@rubyredfp.co.uk.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot se[le your complaint with us, you may be enLtled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacLng them on 0800 023 4567.

Important information

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

Ruby Red Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find Ruby Red Financial Planning Limited on the FCA register by clicking here. Registered in England & Wales. Company number: 11938051. 

FCA Financial Services register Number: 842765

Registered Office Goodwood House, Blackbrook Park Avenue, Taunton, TA1 2PX

Trading Address: 107 Langbrook Cottages, Westlake, Ivybridge, Devon, PL21 9JX

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