About us.
Who we are:
A unique holistic private office services company focused on achieving your goals.
Time is our greatest luxury.
RZ Financial Planning (RZFP) was launched in 2022 to create a post-Brexit home for the existing clients who reside in Europe of Finesco Financial Services Ltd in the UK.
With 15 years of experience in financial planning under the Marketing in Financial Investment Directive (MiFID), RZFP was launched to provide new and existing clients with a unique service that puts the client at the forefront of every decision, establishing strong relationships, thereby creating the uniquely tailored approach and solutions.
Our vision puts you at the centre. We provide a wealth of experience and knowledge which aims to uphold consumer protection and the treatment of clients fairly at the fore from inception, and throughout the lifetime of client-adviser relationships.
RZ Financial Planning manages solutions which are as sophisticated or as simple as required to protect and enrich your wealth. Our dedication to outstanding synergised services minimises the complexity of modern day life, saving you time.
With 15 years of experience in financial planning under the Marketing in Financial Investment Directive (MiFID), RZFP was launched to provide new and existing clients with a unique service that puts the client at the forefront of every decision, establishing strong relationships, thereby creating the uniquely tailored approach and solutions.
Our vision puts you at the centre. We provide a wealth of experience and knowledge which aims to uphold consumer protection and the treatment of clients fairly at the fore from inception, and throughout the lifetime of client-adviser relationships.
RZ Financial Planning manages solutions which are as sophisticated or as simple as required to protect and enrich your wealth. Our dedication to outstanding synergised services minimises the complexity of modern day life, saving you time.
We are not retail or niche.
We do not provide only one type of investment.
We do not believe that you should be restricted in your scope to achieve your financial aspirations.
We are determined our clients are unique.
I am proud of the legacy of my financial and wealth planning over the last 15 years. Helping clients shape their future to realise their dreams is extremely satisfying.
