Guide to the Service

Our principles

• Integrity — we are honest and set realistic expectations about probable outcomes
• Professionalism — we bring deep expertise and rigour to every engagement
• Impartiality — we are neither tied nor restricted; our advice serves only your interests

We A.C.T.

• Accountable for our actions
• Committed to our clients
• Transparent in the work we do

Our values — HAPPPIE

• Honest — we set realistic expectations about controllable actions and probable outcomes
• Authentic — we won't give you any advice we can't stand behind ourselves
• Passionate — an unwavering desire to do well for others and drive constant improvement
• Purposeful — a clear mission to serve our clients and help them achieve their goals
• Personally Inquisitive — we work hard to uncover what is truly meaningful to you
• Intellectually Curious — we continually search for the most robust solutions
• Empathetic — we genuinely relate to our clients

What do we do?

Rehoboth Wealth Management Ltd is an Independent Financial Adviser (IFA) firm working across the whole of the market. We are neither tied nor restricted in our choice of providers or fund selection. Our advisers support your business, personal and financial goals at every stage of your journey.

• Capital & Income Investing — growth and income portfolios aligned to your risk appetite and goals
• Retirement & Pension Planning — pension reviews, drawdown, annuities and cash-flow modelling
• Asset Protection — life, critical illness and income protection, and private medical insurance
• Business Asset Protection & Employee Benefits — key person insurance, group pensions and shareholder protection
• Mortgage & Borrowing Solutions — residential, buy-to-let, remortgages and product transfers
• Tax Planning — income, capital gains and pension tax relief optimisation with tax-efficient wrappers
• Generational Wealth Transfer & Estate Planning — inheritance tax planning, wills, trusts and power of attorney
• Succession Planning — business exit strategies and next-generation family wealth transfer

Our process

We follow a structured five-step process to establish product solutions that help you meet your financial goals and stay on track.

• I. Understanding You — an initial meeting to understand your requirements
• II. Financial Planning Process — detailed fact-finding across all relevant areas
• III. Research & Recommendations — whole-of-market research and a personalised suitability report
• IV. Implementation — arranging your investments, protection and pensions once you agree
• V. Monitor & Review — ongoing service to keep your plans on track as circumstances change

Wills & estate planning

Will writing, inheritance tax planning, estate planning, taxation advice, some buy-to-let mortgages and succession planning are not regulated by the Financial Conduct Authority. Our online Will Instruction service lets you record your wishes, pay securely and receive a PDF copy of your completed instruction. This instruction form records your instructions and does not itself constitute a legal Will.

How to get started

Being well-prepared is beneficial — please have essential details about your income, assets, liabilities and existing plans available. On completion of our online enquiry form, a member of our team will be in touch to arrange a meeting with one of our consultants. You can also book directly via our online appointment system at www.rehowealth.co.uk.