Investment Advice

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

Whether you are investing excess personal or business cash, you will want to achieve the highest possible return for a level of risk that suits you. RBK’s private client services team will provide you with impartial advice on the most suitable investment products. We also facilitate introductions to bespoke providers and managers.

Our services include:

  • Investment Appraisal 
  • Asset Allocation 
  • Investment Risk Analysis 
  • Assessing your attitude to risk 
  • Monitoring ongoing investment performance

For more information or to discuss your specific requirements, please contact a member of our team.

Team Members

Yann Harrison

Wealth Management Director

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