Based on the South Coast at Hove, Routledge Financial was founded by financial adviser and rugby fanatic Michael Routledge to provide independent financial advice to individuals and businesses. Michael created the business to deliver a service that deploys 21st-century technology, yet is underpinned by traditional standards of expertise and integrity.
It is crucial for any financial plan to take account of longer-term needs, but it is equally important to cover the risks that can jeopardise a family’s current welfare, security and living standards. A serious accident or illness may interrupt or end earning capacity, but protection that includes life insurance and critical illness cover can help a family to cope.
Planning well ahead may be the ideal, particularly as regards retirement; but the reality is that sometimes people just do not focus on that until they reach 55, or perhaps a later retirement date. Routledge Financial is pleased to offer clients ‘at retirement’ advice to help them make the right choices now that pension freedoms have been introduced.
The full service we offer is a blend of these processes:
Michael understands the issues better than most. He not only has more than 25 years of professional financial experience but has also been putting that into practice as a married man with his own retirement to plan for and three children approaching that crucial stage in life where university and young adulthood beckon.
I’m doing my first ever re-mortgage and I have had a million questions and asked for several different options and he has walked me through everything with no jargon and helped me wrap my head round it.”
Charlie helped us so much to get our mortgage and even Michael was every time really helpful. For sure we’ll be back to them again in the future.
