Welcome to Ravenstone Financial Management Limited
Independent Financial Advisers and Mortgage Brokers

Turnberry House
175 West George Street
Glasgow
G2 2LB

Tel: 0141 222 4920
Fax: 0141 222 4921

Ravenstone Financial Management Ltd.

Ravenstone Financial Management Ltd is one of Scotland’s most progressive and innovative providers of independent financial advice. As the population becomes more financially sophisticated, the demand for professional advice is ever increasing. Located in the heart of the business districts of Edinburgh and Glasgow, Ravenstone advisers are ideally placed to serve the needs of both corporate and private clients.

Ravenstone Financial Management Ltd is a group of highly qualified advisers, supported by a network of technical experts, who are all dedicated to providing our clients with individually tailored financial planning solutions. Our experienced support staff ensures the efficient administrative service our clients expect. We have made substantial investments in technology and are committed to providing our advisers with the industry’s finest research and analysis tools.

Ravenstone Mortgages Ltd, an Appointed Representative of Ravenstone Financial Management Ltd, ensures that our clients have access to full independent mortgage advice relating to all areas of the mortgage market.

Clients of Ravenstone Financial Management Ltd can expect to receive a detailed appraisal of their financial situation on an annual basis. These regular reviews involve an assessment of pension, investment, protection and mortgage arrangements and as financial requirements change and develop, clients can be assured that Ravenstone Financial Management Ltd will be available to provide expert advice on all aspects of their financial planning.

Ravenstone Financial Management Ltd is committed to the provision of quality independent financial advice. We continually strive for the highest standards of competence and integrity – ultimately ensuring our clients' long term financial security.

Internet-Based Client Services

Ravenstone Financial Management Ltd intends to provide clients of the company with cutting edge facilities with regard e-commerce and client care services.

Through innovative structuring and development of this site it is hoped that we will provide clients with a source of financial information and services above and beyond that which is normally available. Ravenstone Financial Management Ltd is currently developing an interface between this site and our in-house client care system which will allow clients instant access to their policy details and up-to-date fund values.

Independent Advice

Ravenstone Financial Management Ltd provides Independent Financial and Mortgage advice, so our business is not restricted to an individual product provider or mortgage lender or even a limited panel of providers. We can offer protection, pension, investment and mortgage products from the whole market. This essentially means that we can select from thousands of financial products enabling us to provide the best advice for our clients.

Everyone has their own specific financial needs - finding an affordable solution to meet those needs is essential. These needs will change significantly throughout one’s life and makes the requirement for ongoing professional financial advice ever more important.

Financial planning is essential for generating provision for the future: this may be in the form of a plan to finance a child's education, the purchase of a dream home or for income in retirement. Appropriate planning can, furthermore, provide an effective means of reducing tax liabilities. No effective financial plan can ignore the effects of unexpected events such as accidents, long term illness or loss of employment and it is vital to consider how the death of an individual may affect others, be it family, business or estate. Having the correct insurance or investment policies in place is essential as they can dramatically assist when unexpected events occur. It is also vital that professional advice be obtained as these products can differ greatly with regards to tax treatment, charges, investment returns, etc.

All Ravenstone Financial Management Ltd’s advisers are highly qualified and our ultimate priority is to provide professional and impartial advice. We will always endeavour to find the most appropriate and affordable solutions to meet our clients’ needs and adapt them accordingly throughout the many different stages of their lives.