ABOUT US

OUR COMPANY

  • RK HENSHALL FINANCIAL SERVICES IS PART OF THE RK HENSHALL GROUP, ESTABLISHED IN 1976.
  • HEADQUARTERED IN SANDBACH, CHESHIRE WITH EASY TRANSPORT ROUTES TO MOST OF THE UK.
  • CREATIVE, HIGH-IMPACT SOLUTIONS THROUGH THE USE OF INFORMATION TECHNOLOGY AND ONLINE SERVICES.
  • A STRONG LOCAL MARKET PRESENCE AND A NATIONAL PERSPECTIVE TO MEET SPECIFIC FINANCIAL NEEDS.
  • INDEPENDENT ADVISOR ALLOWING US TO OFFER IMPARTIAL ADVICE AND CONFIRMING OUR PRIMARY ALLEGIANCE TO OUR CUSTOMERS.

The Financial Planning Process

STEP ONE
We take time to understand your goals and priorities.
STEP TWO
Fully review and appraise your existing finances to help you understand your current position.
STEP THREE
Before we embark on any further work we will produce a comprehensive financial planning report which is created specifically for you in plain english, it will acknowledge and appraise any existing arrangements you have to make sure you get the most from all your assets and savings. Recommendations are made to help you reach your financial goals.
STEP FOUR
Implement the plan.
STEP FIVE
Review and adjust the plan on a regular basis to make sure you are on course to meet your goals.

CHARTERED STATUS

We’re proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). The award of Chartered titles is strictly controlled by the Privy Council and is an objective measure of high standards of professionalism.
This title is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice.
Chartered Status is the industry’s gold standard and is currently met by only a select number of firms.

WHY YOU SHOULD USE A FIRM OF CHARTERED FINANCIAL PLANNERS

Chartered status brings with it serious obligations. We are required to ensure that the advice, service and ongoing support we provide to you:

  • is of the highest quality.
  • is based solely on your researched needs.
  • is provided by someone operating within their level of competency.

We meet our obligations in a number of ways…

  • a commitment to the technical and professional development of staff, such as through professional qualifications. The majority of our executives hold a Chartered title in their own right;
  • all staff members who deal with customers belong to the industry’s professional body, the Personal Finance Society/CII, and adhere to its Code of Ethics and Conduct, which is enforced through disciplinary sanctions;
  • we adhere to Personal Finance Society/CII continuing professional development requirements, thereby ensuring our staff keep their knowledge and skill-set up-to-date.

A Chartered title is a commitment to an overall standard of customer excellence and professionalism.

WHY USE
RK HENSHALL Financial Services?

1.

RK Henshall Financial Services is an Independent Firm, we are able to review products from across the whole of the market.

2.

We only employ highly qualified, professional and experienced advisors.

3.

We are part of the RK Henshall group, established in 1976.

4.

We have an open, fair fee structure based on ethical practice