RPG Chartered Financial Planners

Established in 2000, RPG Chartered Financial Planners provides financial planning services to individuals and businesses across the UK. The firm is a Chartered and independent company.
  • Tax advice
  • Estate planning
  • Investment advice
  • Trusts management
  • Cashflow modelling
  • Financial planning services

Size
Small
Phone
01745 582 933
Email
Available in Endole App
Locations
Gwernigron Farm House, Office at, The Roe, LL17 0HY
01745582933
Digital Popularity
Popularity over time
Social Media
Competitors
atomos
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Celtic Financial
Celtic Financial is a chartered financial planning firm that offers independent advice across various financial services including pensions, mortgages, and investments.
Ascent Financial Planning
Ascent Financial Planning is an experienced independent financial adviser firm providing personalised financial advice to individuals and businesses throughout North Wales, Cheshire and surrounding areas.
Company Details
RPG Chartered Financial Planners is operated by RPG Consulting Limited and is a Active company incorporated on 14 July 1999 with the registered office located in Salford, Greater Manchester. RPG Consulting Limited was registered 26 years ago.

Status
Active
Size
Small
Directors
6
Age
26 years old
Employees
18
Turnover
£1.48M
Total Assets
£399.78K
Cash in Bank
£27.62K
Total Liabilities
-£233.58K

Director • Financial Adviser • Irish • Lives in England • Born in Apr 1977
Director • Financial Adviser • British • Lives in Wales • Born in May 1984
Director • Secretary • Chartered Accountant • British • Lives in England • Born in Apr 1961
Director • Financial Planner • British • Lives in Wales • Born in Jul 1969
Director • Chartered Accountant • British • Lives in England • Born in May 1962
RPG Holdings Limited
PSC
Teams
All
11
Finance
3
Customer Service
3
Sales
3
Management
2
Administration
2
Other
2
Group Director, Chartered Financial Planner / Chartered Wealth Manager • Joined Apr 2013
Payroll Manager • Joined Nov 1989
Practice Manager • Joined Jun 2000
Managing Director • Joined May 1995
Client Relationship Manager • Joined Apr 2022
Client Relationship Manager • Joined May 2023
Internal Data & Finance Executive • Joined Feb 2022
Administrator • Joined Jan 2013
Payroll Assistant • Joined Mar 2021
Trainee Paraplanner • Joined Aug 2021
Payroll Manager • Joined Nov 1989
Payroll Assistant • Joined Mar 2021
Trainee Paraplanner • Joined Aug 2021
Practice Manager • Joined Jun 2000
Managing Director • Joined May 1995
Client Relationship Manager • Joined Apr 2022
Client Relationship Manager • Joined May 2023
Client Services
Client Relationship Manager • Joined Apr 2022
Client Relationship Manager • Joined May 2023
Client Services
Practice Manager • Joined Jun 2000
Administrator • Joined Jan 2013
Group Director, Chartered Financial Planner / Chartered Wealth Manager • Joined Apr 2013
Internal Data & Finance Executive • Joined Feb 2022
View 11 members