Rubbprize
Investments

Wealth advice given without sight of the tax position is half an answer.

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Protection, then growth

Rubbprize sits in the same Group as the people who file your returns, which means structure, cover and tax treatment are decided together rather than in sequence. We pride ourselves in ensuring protection of the wealth and assets our clients have worked so hard to acquire, as well as the assistance of wealth creation itself. In practice that is two conversations, namely, what a setback would cost, and only then, what the capital should be doing.

Our services

1. Personal financial planning

   Tailored financial strategies designed to help you achieve your long-term goals.

2. Retirement planning

   Strategic retirement planning designed to secure your financial future.

3. Education planning

   Preparing financially for your children's education and future success.

4. Risk protection & insurance

   Life, disability and income protection for you and your family against the unexpected.

5. Estate planning

   Planning your legacy so your assets are distributed according to your wishes — and agree with the will rather than contradict it.

6. Investment management

   Building and managing a diversified investment portfolio designed for long-term growth — and that makes sense once tax is taken into account.

7. Group employee benefits

   Programmes designed to attract and retain talent while providing financial protection to employees, structured so cover matches what the business has actually promised its people.

8. Business financial planning

   Specialised planning for business owners, executives and key personnel.

The advantage of the Group

• The adviser can see the tax position. Structural decisions are made against the full picture rather than a summary.
• Estate planning sits in the same building. Cover and beneficiary nominations agree with the will rather than contradict it.
• One relationship. Circumstances are not re-explained to a new adviser each time something changes.