At Rumwell Financial Services we have a wide range of experience. That experience allows us to plan carefully, anticipating your needs throughout your life. 

The value of pensions and investments and the income they produce can fall as well as rise.  You may get back less than you invested.

We will work with you to

  • ensure there is sufficient cover to protect your family and your earnings
  • help you to build your family wealth by savings, investments and pension planning
  • maximise your earnings in retirement
  • minimise your exposure to inheritance tax position to protect the family wealth

Mortgage advice also available by referral.

Your home may be repossessed if you do not keep up repayments on your mortgage.

We are committed to building long-term relationships with our clients.

Rumwell Financial Services offers more than just an insurance policy and a pension plan purchase; we are committed to being here for the long haul as trusted advisors who you can confidently turn to for sound, honest financial advice.

Inheritance Tax planning is not regulated by the Financial Conduct Authority.

Rumwell Financial Services Limited is a limited company registered in England and Wales.  Company registration number 08181095.  Registered Office: Rumwell Hall, Rumwell, Taunton, Somerset.  TA4 1EL