As an independent financial services group, we understand that times change; working until the age of 70; increased life expectancy; care in old age; inheritance planning; tax efficiency; paying off the mortgage; pensions, insurance… are some of the realities of life which can cause concern.
Richard Bamber & Company recognise these challenges and works to give you more time for the things you can really enjoy. Our advisers talk to you to identify your goals and then develop solutions to help you achieve them. Our Financial Planning Team can provide a comprehensive multi-faceted strategy to create a single point of service under one roof for your different financial needs.
Whether you need more time for the family, the clubhouse or even a little shopping, we can take the pain out of making those financial decisions, leaving you more time to relax.
We are independent, impartial and here to help.
Established in 1984, Richard Bamber & Company first occupied a small shop within Formby Village.
The vision, which still applies today, was to provide people with high-quality financial advice, tailored to help meet their goals, dreams and ambitions.
Believing the day of the general practitioner was over, the business expanded to include specialist advice in the various disciplines of financial planning, including pensions, investments, taxation, mortgages, personal and commercial insurances.
We now provide everything from simple car insurance through to complete Wealth Management relationship driven services.
Whilst we are continuing to and do welcome new clients, we also appreciate the loyalty of our existing clients who helped us to grow throughout the years. They continue to, deserve to, and will, always receive our loyalty, honesty and high quality tailored financial services.