The RU Group – Over 130 Years of History
Headquartered in Nottingham, UK, The RU Group is a fee-based firm of independent financial advisers that traces its roots back to 1881, with the formation of the original Scanlan insurance agencies that later became Russell Scanlan.
F S Ulyatt
In 1939, right before the onset of WWII, an RAF officer, by the name of Frank Ulyatt launched F S Ulyatt an advisory firm.
Through the years, the two firms (Russell Scanlan and F S Ulyatt) prospered and expanded their separate operations.
The Merge
In 2003, Russell Scanlan and F S Ulyatt decided to merge to form Russell Ulyatt Financial Services Ltd.
The combined firm is authorised and regulated by the Financial Conduct Authority.
Today, Russell Ulyatt Financial Services is part of The RU Group of Companies comprising Russell Ulyatt Financial Services, Greenhalgh Financial Services, and Shevill Parkes (Financial Services).
The firm has over £500m in client assets under its management, and services its clients through a team of nearly 50 advisers, paraplanners, client service and finance administrators.
Holistic Approach
The RU Group uses a holistic approach to wealth management, and deploys cutting-edge technology to manage its clients’ assets, giving advisers and clients the capability to review the entire portfolio from one web page, wherever pensions, investments or savings are invested.
Overview of The RU Group’s Clients / Services
In addition to individuals and corporations requiring their support, The RU Group also supports professional firms, such as Solicitors and Accountants, by providing independent financial advice to their clients.
The RU Group delivers high end assistance and advice to private clients and pension trustees using a transparent fee structure, and offers clients the option to work with the team either on a retainer basis, or on an as-needed basis.
The RU Group Review – Highlighted Team Members
- Andy Dyke, Chairman
- Helen Lindo, Managing Director
- Kevin Jow, Regional Director Sheffield
- Ian Browne, Head of Financial Planning and Marketing
- David Britton, Independent Financial Adviser
- Ben Slater, Independent Financial Adviser
- Sally Talbot, Independent Financial Adviser
- And many more…
The RU Group – Team
The RU Group Review – Services
- Financial Planning
- Wealth Management
- Retirement Planning
- Investment Advice
- Cash Management
- Responsible Investing
- Trustee Service
The RU Group Address Information
- 1 The Triangle, ng2 Business Park, Nottingham, NG2
To Contact The RU Group
- Telephone: 0115 907 5100
- Email The RU Group: [email protected]
- Or you may use The RU Group contact form
Image sources:
- https://www.therugroup.com/
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