Profits and revenue boost for financial adviser

Nick Onslow

Nottingham-based financial advisory firm the RU Group has told that it is on target to achieve £6m in turnover this year – a rise of 12%.

The company’s profits also look set to rise by 8% after investing in strengthening its management team, staffing and investment brand.

The number of staff at the company has increased, employing 11 new members of staff in 2018.

The news comes as Russell Ulyatt Financial Services, part of the RU Group, has again achieved Chartered status from the premier professional body for the insurance and financial planning professions and its financial planning manager has been recognised as one of the best financial planners in the UK.

Russell Ulyatt Financial Services has again been awarded the landmark ‘Chartered Financial Planners’ title by the Chartered Insurance Institute (CII) following rigorous scrutiny of its professional practice in the conduct and management of its business. This is the third-year in succession that the firm has achieved the award.

Meanwhile, Nick Onslow, chartered financial planner and financial planning manager at Russell Ulyatt, saw off competition from 40 fellow chartered financial planners to be named as one of three finalists in the ‘Chartered Financial Planner of the Year’ category at the Personal Finance Society Awards 2018.

Onslow said: “Competition for the award was particularly fierce with some of the UK’s leading financial planners demonstrating their expertise. This is the ultimate endorsement of excellence and professional achievement and I’m delighted to have been named as part of this elite group. This recognition rounds off what has been a hugely successful year for the firm and is further endorsement of the company’s strong performance and progress.”