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Managing your wealth requires professional advice and consideration... 

Growing, managing and preserving wealth is at the heart of this new division. Wealth management is a practice that in its broadest sense combines holistic personal investment management, financial advisory and planning disciplines directly for the benefit of high-net-worth clients, business owners and families. Urban & Rural Financial Solutions have created such a service for the benefit of our clients, with a free initial review of your complete financial position to determine your potential future path.

At Urban & Rural Financial Solutions we specialise in long term wealth management, ensuring financial plans and strategies adapt in line with changes in priorities or life events. Using our forward looking approach to wealth management we will identify your financial goals and aspirations, then provide an ongoing service which guides you towards reaching those goals.

Whether you are a property owner with long term aspirations, a landlord with one or more properties, a tenant with savings and investments, a first time buyer looking at their options or have funds to invest from another source our advisors would be delighted to meet with you.  

Urban and Rural Property Services (Urban and Rural) may receive a fee from Urban and Rural Financial Solutions Limited from the fee that the lenders or broker pay Urban and Rural Financial Solutions, at no added expense to you. Click here for details of what fees we are paid.

 

Urban and Rural Financial Solutions Limited, registered in England No: 13010744. Urban and Rural Financial Solutions Limited are an appointed representative of 2plan wealth management limited. 2plan wealth management limited is authorised and regulated by the Financial Conduct Authority.

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Offices located at:

 

Bletchley

216 Queensway,

Bletchley,

Buckinghamshire

MK2 2ST

T: 01908 794600

 

 

Newport Pagnell:

31 High Street

Newport Pagnell

Bucks

MK16 8AR

T: 01908 794700

Our qualified advisers cover Bedfordshire & Buckinghamshire, book your personal consultation and take control of your financial future.

Luke Schofield

Luke Schofield Mortgage & Protection Adviser

David Schofield

David Schofield Independent Financial Adviser

Want to know more? Why not get in touch...

01908 794600

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Urban & Rural Financial Solutions Limited is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 952952. Registered address: 216 Queensway, Bletchley, Buckinghamshire, MK2 2ST. Registered in England & Wales no: 13010744