Your finances simplified
We are a Weybridge based financial planning business and provide a coherent financial structure to help you achieve your objectives. We work with businesses & high net worth private clients; our specialist teams are focused on providing services tailored to the specific needs and circumstances of each.
Rest assured, with Group Rapport you have an entire team in your corner working tirelessly on your behalf
We deliver a proactive and bespoke advice service, based on a long term relationship with our clients.
We will start by analysing your circumstances and discussing your objectives.
How We Work
For some of our clients ‘long term relationships’ quite literally means we work across all generations of the family. With a broader view across the family and future generations it is possible to ensure the wealth of the ‘Grandparents’ is handled in the most tax efficient manner, preserving wealth for future generations, whilst making certain that our clients still enjoy the fruits of their forward planning and hard earned savings, now.
In addition to working closely with your financial architect, you will also have a dedicated point of contact within our client services team who will assist you with the day to day issues.
It’s Called ‘Plain Speaking’
Fuzziness. There’s a lot of it about in financial services. Not to mention jargon, complexity and confusion.
It’s hardly surprising, therefore, that financial planning is considered complicated, or that people don’t always grasp the significance of the financial decisions they make. All in all, we don’t feel comfortable with that! However, there is a way of dealing with that situation…it’s called plain speaking.
As financial advisers, you expect us to increase, manage and protect your wealth. But that’s not our only responsibility: we must also explain clearly and precisely how we intend doing that.
For that reason, communication is a key element of our service.
We work hard to avoid misunderstandings and strive for clarity. Aiming to keep explanations concise by taking things one step at a time.
Businesses - Employee Benefits
From small family firms through to larger companies; looking after your staff is important.
Our approach is to work with you to design a tailored benefits package that is valued by your employees and will consequently support staff recruitment, retention and motivation.
Staff Benefit Schemes
It’s proven that employers with staff benefit schemes in place will gain an advantage over those that don’t. Employees are more motivated, display greater loyalty to the business and personal performance improves.
Benefit schemes help attract key potential employees and can be the deciding factor when deciding between offers of employment.
We’ll work with you to establish the correct blend of benefits for your team. This will then be combined into a bespoke personally branded booklet, further helping staff to identify with your brand and value those benefits as part of your contribution.
Contact Group Rapport - Financial Planning Services, Weybridge, Surrey
Registered in England under no 02656267. Registered office address: 26 The Point, Market Harborough, Leicester, LE16 7QU. Bromwich Financial Planning Limited is part of Truinvest Limited.