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ABOUT US
We are financial planners, wealth managers and employee benefits consultants. You can view details of services for private clients, employee benefits and some client testimonials.
We take a keen interest in the latest thinking in financial advice and planning. Logic, an understanding of human behaviour, academically validated investment strategies and risk analysis combine seamlessly with the latest technology to deliver our service to you.
Expertise in
abundance
Our clients benefit from the considerable knowledge, training and expertise of highly respected wealth managers and financial planners. You will have a formidable team working for you.
We have experts in a very broad range of areas: investment, sophisticated tax planning, pension transfers, dividing pensions on divorce or dissolution, funding long-term care, releasing equity from your home, mortgages, and employee benefits.
Advisers can call upon their specialist colleagues to advise on issues about which they do not have the required depth of professional knowledge.
Financial advice
AT WORK
In addition to providing expert financial advice to private clients, we work with employers to design and implement benefits packages as well as provide financial advice and education in the workplace.
We run workplace seminars for employees who want to know more about particular topics and surgery days for those who need a personal financial review.
The Financial Conduct Authority does not regulate tax planning.
TESTIMONIALS
Dear Sarah,
As you are aware, my aged mother recently needed some financial advice. As I have used you in the past and being delighted in the (impartial) service you provided I had no hesitation in calling you.
It is testament to you that the advice you gave didn’t benefit you financially but was the right advice for my mother and for reason I shall always recommend you to everyone I know who needs financial advice… which is everyone!
With sincere thanks
Patrick, Chiswick
Jason / Joanne,
You are the A team, for without whom this whole housing transaction would not have been possible.
I hope our recent lunch went some way to thanking both your efforts, but to summarize my sentiment, it was the consistent cool headedness, availabilty at whatever hour and out side of the box, constructive thinking, that stands you well aside from your peer group.
Thank you one last time from all my very happy family in their lovely new home.
Have a great weekend – from another im sure, very happy client.
Adam H, Head of Intermediary Sales Neptune Investment Management
As a former IFA myself for all of 15 months, it took me a little while to realise that I could benefit from Sarah’s advice and am very glad I took the plunge. Sarah initially helped me with getting competitive quotes for increasing my life cover and accurately predicted that my health record – despite a positive outcome after heart surgery – would result in offers being withdrawn. Sarah then concentrated on arranging a much-needed boost to my pension with the consolation that my entire fund would be transferred to my widow in the event of premature death. Sarah’s positive and charming personality strikes the right balance between being proactive on behalf of her indecisive clients while leaving them with the space in which to reach their own final decision.
I have no hesitation in recommending Sarah as a really wonderful IFA!
George, Putney
Dear Scott,
This is just a quick email to say thank you to you, Jill and Joanne. Please could you let them both know how very grateful I am for everything they did for me leading up to completion on my house. It was touch and go til the last minute, but I honestly don’t know what would have happened if Jill hadn’t chased everything the way she did. Joanne too was extremely helpful and always called me back with answers to any questions that I had.
It has been an incredibly stressful time for me for lots of reasons, but I am glad to say that I am finally installed in my little house and almost all the boxes are unpacked. So thanks Scott for everything. You were so helpful from the first time we spoke – friendly, efficient and very human! All these things made a big difference to me, particularly because I was going through so much else during this period.
So thanks again. I will definitely recommend you and your team. Great work!
Best wishes,
jOY
Working as a financial journalist really brought home the fact that I should sort out my pension and protection arrangements and Radcliffe & Newlands were able to help me with what I needed.
Nick H, South East England
By meeting Mel, I was made aware of the open market option and because of my impaired health, Mel was able to nearly treble my pension income compared to my existing pension providers. Fantastic!
Kenneth L, South East
I was exhausted. It was, I have to say, quite a profound experience, which I am sure you gathered. I gave utterance to many things related to money that I had not done so before. In any case, thank you for the prolonged session (3 hours!). As ever your line of enquiry was exacting as it was demanding.
Andrew W, London
I have been working with Sarah Oughton for a number of years. I introduced Sarah to my current workplace to provide financial advice and pension information to employees. Feedback from these sessions have been extremely positive. Employees find Sarah to be personable, trustworthy and informative. They also appreciate the concise and jargon-free advice that she provides. I would highly recommend Sarah to any employer who would like to enhance the financial wellbeing of their staff.
PARI S,POPULUS GROUP LIMITED
Hi Scott. Hope you are good and keeping well.
I just wanted to drop you a mail, just to say a big thank you to Anthony. You initially put me in contact with Anthony last year and from my initial conversation with Anthony he took the time to listen to me, answer all my questions and give me the reassurance that all was incapable hands each time i have dealt with him. Anthony has just completed a mortgage deal on our new home and we are thrilled. Anthony was always available to answer anything and the turnaround for completing items were phenomenal. (Anthony- a true legend, does what he says and delivers)
I also like to extend my thanks to Matt, again for putting my Life Insurance policies in place, he took the time to explain and gauge the correct cover and made himself available to provide adequate advice and cover.
So just to end on what a great organisation you have built and the people you have working for you with right work ethic. Keep up the good work!
Sukhi & Maz
Stuart Airley, whom I met when he came into our offices here at Macquarie back in the summer has been fantastic throughout the process. He openly admitted that the house we wanted and our deposit was going to be a challenge but he never gave up, trying multiple avenues which has finally led us to getting a mortgage offer today on our dream home. Stuart was always available to speak to and kept us updated along the way. I will certainly be recommending Stuart and R&N to friends, family and colleagues. Later on in the process, Carmen was also very helpful and guided us along the way in the final stages so thanks to her also.
We will be returning for our re-mortgage in two years time! Thanks again.
Steve & Carly
Free initial
consultation
Speak to an adviser who will assess your objectives, current position, and help you plan a course of action. It’s also an opportunity for you to get to know us before deciding to engage our services. You can ask as many questions as you need. Your first meeting with us where we will discuss the ways in which we might help you is free of charge. Contact us today to book an appointment.
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with TenetConnect Ltd, and may require us to share it with Radcliffe & Newlands Estate Planning Ltd. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.
Email communications are not secure. For this reason Radcliffe & Newlands cannot guarantee the security of the email or its contents or that it remains virus free once sent.
