RPG Wealth Management and Financial Planning

JUNE 2010

To view a summary of the Emergency Budget Report  on the 22nd June 2010, please click on the following link www.rpg.co.uk/downloads/bud220610.pdf


MARCH 2009

Phill Owen of RPG Wealth Management recently appeared on CNBC Europe to discuss alternatives to Savings Accounts on the Strictly Money show.

You can watch the discussions by going to www.cnbc.com

Managing Risk

Tom Sheridan, and Justin Urquhart Stewart recently recorded an interview with Asset TV, in which they talk about how 7IM manage money, their thoughts on individual asset classes, how these views are reflected in the 7IM portfolios, and some possible messages for your clients as we move further into 2009.

The interview lasts just under half and hour, and is well worth watching:www.7im.co.uk

RPG RECOGNISED BY NEW MODEL ADVISER�

RPG Wealth Management reached the shortlist in the New Model Adviser� Awards recently.

The awards are designed to honour those financial planning firms who have adopted the �new model� by reorganising their business so that they get paid by their clients rather than insurers and fund managers. They recognise those companies which have made the biggest strides in terms of the quality of advice and service offered to customers.

David Sitton of Citywire, publishers of New Model Adviser� magazine said,

�RPG Wealth Management demonstrated their commitment to running a New Model Adviser� style financial planning business, with high levels of recurring income maintained for the past year. Philip Owen, Managing Director of the firm, has achieved both the Certified and Chartered financial planner qualifications with other staff at the firm demonstrating their professionalism by obtaining additional qualifications. Several areas of the business were looked at in detail which highlighted that RPG Wealth Management were strong contenders in their region.�

Phillip Owen said, �We were delighted to reach the shortlist. It means we are considered by our fellow professionals to be one of the best advisers in the region, and that makes all the hard work we put in worthwhile.�