Rhonda780Private Clients

At Renaissance IFA LLP we believe in developing long term relationships with our clients, in order to achieve successful outcomes. At the very core of this relationship is a comprehensive understanding of a client’s financial objectives, personal situation and attitude to risk, underpinned by a process based on integrity and transparency.

Our services cover a wide range of financial planning needs, such as savings and investment management, pension planning, trust and estate planning and long term care planning. The initial planning, however, is only the start of the relationship,  the key to successful planning lying in ongoing monitoring and servicing. This ensures that a client’s attitude to risk and their financial needs and goals stay on track, as their life cycle evolves and changes.

Through our use of independent, fee-based services and by working closely with our clients and their professional representatives, we have become trusted wealth advisers to many, allowing them to plan with confidence for their financial future.

We have been investing since 1978 and, at various times, have used six different firms of financial advisers. Delphine has been advising us since 2002 and immediately impressed with her extensive knowledge and her commitment to identifying investments that were best suited to our particular needs. After setting up her own company in 2009 Delphine has done even more to build upon the “client comes first” ethos. Her recommendations are extensively researched and her high levels of service extend not only to annual review but also to any issues that may arise during the year. These levels of service are unmatched by any of our previous advisers. Renaissance’s fees and charges are competitive, Delphine’s integrity is beyond question and we look forward to many more years of working together with Renaissance in managing our investments.

Chris & Margaret B, Sleaford

 

You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.