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Financial Planning Group named as ‘Adviser of the Year’ Finalists

The RU Group

Independent financial planning and wealth management company, The RU Group, has been shortlisted as ‘Financial Adviser Award: Medium to Large Firm of the Year’ in Money Age’s annual awards for 2019.

It has been a record year for The RU Group which has seen turnover increase by almost 10% on the previous year to £ 5.8 million and profits increase by 17%. The Group also surpassed assets under management, its highest total to date and now has a record number of advisers and paraplanners with Chartered Status.

The Money Age Awards are now in their 4th year and celebrate the excellence, innovation, and professionalism in the ever expanding and innovative personal finance space. Honouring the banks, building societies, savings and investment providers, mortgage companies and personal finance specialists that have proved themselves ahead of the game in the field of consumer finance with their product provision, innovation, focus on value and customer service.

Commenting on the shortlisting, Ian Browne, Head of Advice at The RU Group said: “This is a fantastic result for The RU Group. Being recognised on a national platform alongside some of the biggest and best businesses in our industry is testament to the drive, dedication and strong leadership within our team.

“We’ve had another record breaking year, surpassing £500 million of assets under management and it is the third consecutive year that Russell Ulyatt Financial Services has achieved Chartered Status.  Our commitment to continued investment in our people and the ‘Culture of Learning’ that is embodied within our business demonstrates that we are dedicated to achieving the highest standards of knowledge, expertise, excellence and professionalism and Money Age has recognised this by selecting us as finalists.”

Headquartered in Nottingham’s ng2 Business district, with offices in Derby and Sheffield, The RU Group comprises Russell Ulyatt Financial Services, Greenhalgh Financial Services, Hart Shaw Financial Planning and Shevill Parkes Financial Services. It’s multi-faceted approach to financial planning and wealth management is based on placing its clients and staff at the heart of everything it does, and this has been attributed to the firm’s ongoing success.

The awards will be announced at a ceremony at the Waldorf Hotel, London on 10th October 2019.

The RU Group employs over 60 members of staff across its offices in Nottingham, Sheffield and Derby.