Our Ethos and Culture

RPG Wealth has an absolute commitment to its clients. With every decision and recommendation we make as advisers, we always consider the personal and financial impact on the client.

We are totally focused on providing the right outcome for each client in a way that they value and which provides clear financial direction. By challenging the 'norm' we ensure all avenues are explored and our clients receive the best possible advice.

This approach is complemented by transparent management and reporting which is tailored to the needs of each client in terms of format, detail and frequency.

Advice process

We are happy to meet clients in their own home which for many is the convenient option. Alternatively we are always pleased to welcome clients to offices where meetings can be held in complete privacy, peace and quiet.

The following diagram illustrates the typical cycle of advice and ongoing management and evaluation as provided by RPG Wealth.


Please download our Treating Customers Fairly (TCF) Mission Statement for an in depth explanation of the importance of this policy to the way we work.

Our commitment to you

That we will:

  • Make sure you always know where you are with your money (with no surprises)
  • Provide advice based around your individual needs and circumstances
  • Ensure your best interests are at the heart of all advice given
  • Continually develop our technical knowledge and competence through professional qualification
  • Adhere to strict Codes of Ethics and Conduct as laid down by the Financial Conduct Authority, Institute of Financial  Planning and Chartered Insurance Institute
  • Continue to invest money and time into providing robust compliance, procedures, systems and reporting
  • Treat you fairly at all times.

Expert advice. Personal touch.



North Wales

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