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Financial Consultants, Investment Banks

Independent Financial Adviser - Chris Rohman

Independent Financial Adviser Chris Rohman is a reputable financial consultant based in Birmingham, England. With extensive experience in investment banking and financial services, Chris Rohman offers expert advice and guidance to clients seeking to manage their finances and investments. Whether you are an individual or a business, Chris Rohman can provide tailored solutions to help you achieve your financial goals.

Introduction to Independent Financial Adviser Chris Rohman

Independent Financial Adviser Chris Rohman is a financial consulting firm based in Birmingham, England. With over 20 years of experience in the financial services industry, the company offers expert financial advice to individuals and businesses. What makes this company unique is its personalized approach to financial planning. They understand that no two clients are the same and tailor their services accordingly.

Services & Products

The company offers a range of financial services including investment planning, retirement planning, tax planning, and estate planning. They also provide advice on insurance solutions such as life insurance, critical illness cover, and income protection. Clients can expect a comprehensive financial analysis and recommendations on suitable investments and financial products.

Location

Independent Financial Adviser Chris Rohman is located in Edmund House, 12-22 Newhall St, Birmingham B3 3AS. The area is a bustling commercial district with a mix of businesses including investment banks, law firms, and financial services companies. Clients can expect a professional and modern office environment. The nearest public transport options are Birmingham Snow Hill Station (0.3 miles), Birmingham New Street Station (0.6 miles), and Birmingham Moor Street Station (0.7 miles).

Benefits

Clients should choose Independent Financial Adviser Chris Rohman for their exceptional customer service and personalized approach to financial planning. The team of experienced financial consultants provides tailored advice to meet individual needs and goals. They also offer ongoing support and regular reviews to ensure clients' financial plans remain relevant and effective.

Good to know

Clients should be aware that Independent Financial Adviser Chris Rohman is a fee-based financial consultancy. This means that clients pay a fixed fee for the company's services rather than commission-based fees. The company also operates on a fiduciary basis, meaning they always act in the best interests of their clients.

Reviews

Customers have praised Independent Financial Adviser Chris Rohman for their exceptional service and expertise in the financial services industry. Clients appreciate the personalized approach to financial planning and the team's commitment to finding the best solutions for individual needs.

Amenities

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    financial advice
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    investment advice
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    tax planning
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    retirement planning
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    insurance services
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    financial planning
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    wealth management
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    asset protection
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    portfolio management

FAQ

What types of investment services do you offer?

We offer a wide range of investment services such as financial planning, retirement planning, wealth management, investment advice, and portfolio management.

Can you provide examples of successful investment strategies you have implemented for clients?

Yes, we have implemented various successful investment strategies for our clients such as diversifying portfolios, investing in low-cost index funds, tax-loss harvesting, and rebalancing portfolios regularly.

How do you ensure confidentiality and security of clients' financial information?

We take the confidentiality and security of our clients' financial information very seriously. We use secure servers and employ strict security protocols to protect our clients' data. We also have confidentiality agreements in place with all of our employees.

What experience do your financial consultants have?

Our financial consultants have many years of experience in the financial services industry. They have worked for large investment banks and financial services firms, and they have the necessary qualifications and licenses to provide financial advice and investment services.

How do you charge for your services?

We charge for our services based on a fee-only model. This means that we do not receive commissions or other payments from third-party providers. Our fees are transparent and based on the services we provide to our clients. We believe this approach helps us to provide independent and objective advice to our clients.