What kind of clients do we work with?

It is never to early to start planning your financial future – in fact, the earlier you start, the more manageable the steps you need to take to achieve your long-term goals. As Lao Tzu once said, “The journey of a thousand miles begins with one step”.
Here at Ruby Red Financial Planning, we are happy to work with anybody working towards their financial goals – whether you are looking to make the first steps, or you are further along the journey preparing for one of the many transitions’ life throws up, such as starting a family, selling a business, or preparing for retirement.

Building your Financial Future

Everybody’s dream lifestyle in retirement is different and this is why all of our clients have bespoke financial plans to meet these build the resources to allow for their dream lifestyle and true financial independence.

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See how we can help you along this path to living the lifestyle you desire

Retirement

So, you’ve reached that point where you are looking – or even have already – decided to stop working. What does your retirement lifestyle look like?

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Are you in a position to live the lifestyle you desire into retirement or more importantly, do you know the truth about your financial circumstances?

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Business Owners

At Ruby Red Financial Planning we love working with business owners. You are in a unique position where you control almost all of the inputs to your financial future and tailor these to your requirements. It is therefore an area where we believe we can add significant value to both you and your business.

Sports Professionals

The financial lifecycle to sports professionals can be very different to most. There is a good chance that your earnings potential could be at its greatest at a young age – just when most of us are making our financial mistakes! It is therefore vital to plan your finances carefully to ensure you are set for life come the end of your professional career