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Financial Services
When did you last review
your wealth & protection position?
An independent financial advisor can assist with all of the following...
- Pensions;
- Life assurance;
- Investments;
- Critical illness;
- Income protection;
- Mortgage referrals;
- Estate planning;
- Private medical;
- School fees planning.
Rice & Co Limited is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.
Certain directors of Rice & Co Limited are also directors and shareholders of Harance Limited a company that owns 49% of Rice & Co Financial Management Limited.
Please ensure you read our Letter of Engagement.
Rice & Co Financial Management Limited is an independent financial advisor staffed by a team of Chartered Financial Planners and IFAs led by Kevin Coleman.
Rice & Co Financial Management Limited is an appointed representative of pi financial ltd, which is authorised and regulated by the Financial Conduct Authority.
pi financial ltd is entered on the FCA Register under reference 186419.
Meet our Financial Advisor: Kevin Coleman - Chartered Financial Planner
Kevin Coleman
A Chartered and Certified Financial Planner and Fellow of the Personal Finance Society, Kevin has been in Financial Services since 1986. Kevin enjoys playing hockey at weekends. Other interests include gardening and listening to music.
What We Do
Our highly-qualified team of Independent Financial Advisers work closely with clients to maximise their investments, reduce tax liabilities, and help them plan for the future. Whatever your financial need, with Rice & Co Financial Management you can be sure of truly independent advice from a caring, friendly team who are passionate about making your money work for you.
We genuinely care about our clients which means our solutions are always tailored to perfectly fit you and your exact needs. We are rightly proud of our strong relationships we develop with our clients across all walks of life, and know that we can make your financial outlook brighter
It's our caring approach which our clients say make us stand out from the crowd. We work with you to achieve your financial dreams, and are there in the longer-term as and when you need us to make sure that your money continues to work hard for you
Please contact us via Rice & Co to arrange a free, no-obligation initial consultation.
Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.
