Private Client Services

RBK’s dedicated private client team provides integrated services to help you manage and grow your net worth.

Our holistic approach covers wealth management strategies, income tax planning, capital taxes on wealth / asset transfers (capital gains tax, gift / inheritance tax & stamp duty), insurance and income protection, investments and retirement planning.

Insurance & Protection

RBK’s private client team offers independent advice on insurance and protection products to help you achieve peace of mind in the event of an unexpected loss of income.

Investment Advice

RBK’s Private Client team provides impartial advice on investments to help private individuals develop and grow their net worth.

Retirement Planning

RBK’s private client team provides impartial advice on setting aside funds to provide future income and will help you understand your options when you reach retirement age.

Succession Planning

When you are planning to transfer your assets to the next generation, RBK’s experienced client services team will advise you on the most tax efficient way to achieve…

Team Members

Patrick Keegan

Wealth Management Director

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Yann Harrison

Wealth Management Director

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