MRB Financial Management

Our Story

At MRB Financial Management, we pride ourselves on being a team of experienced financial advisors who have been providing expert financial planning advice to individuals and businesses in the North West of England for over 18 years. Established in 2003, we have built a reputation for providing jargon-free advice that helps our clients achieve their financial goals.

Our Approach

Our approach is simple: we take the time to understand your current financial situation and your goals for the future. We then work with you to develop a practical plan that is tailored to your needs. Our experienced and approachable advisors will guide you through each stage of the process, ensuring that you understand every step of the way. We believe in building long-term relationships with our clients, and we are committed to being an integral part of the local community.

Our Services

At MRB Financial Management, we offer a range of services designed to help you achieve your financial goals. These include:

Protection

We can help you and your loved ones protect your financial future by ensuring you have the right protection in place. This includes life insurance, critical illness cover, and income protection insurance.

Savings and Investments

Our team has extensive knowledge of investments and can help you make informed decisions about your savings and investments. We can provide guidance on a wide range of investment products, including stocks and shares, bonds, and ISAs.

Pensions

Are you approaching retirement or have retired? Our experts can help you make the most of your pension savings and plan for a comfortable retirement.

Auto Enrolment

If you are an employer, we can help you navigate the complexities of auto-enrolment and ensure you are in compliance with the latest regulations.

Calculators and Tools

We understand that making financial decisions can be complex and daunting. That's why we offer a range of calculators and tools to help you plan for your financial future. From mortgage calculators to pension planning tools, we have everything you need to make informed decisions about your money.

Digital Services

We know that you are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online. That's why we're introducing our new Digital Services to provide you with real choice. From online consultations to digital statements, we're committed to making it easy for you to do business with us.

Conclusion

At MRB Financial Management, we are dedicated to providing expert financial advice and guidance to help you achieve your financial goals. Whether you're an individual, family, or business, we believe that everyone deserves access to expert financial planning and advice. That's why we're committed to putting our clients at the heart of everything we do.