Investments

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

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Welcome to Ridgewood Finance Limited

Who We Are

Ridgewood Finance Limited is run by its two Directors Ian Lloyd and Juliano Arnese.

Ian and Arnie are assisted by their Practice Financial Adviser Keith Scheu and administrative support is provided by Sue - Office Manager, Linda - Office Administrator, Debbie - Office Administrator and Martin - Office Assistant.

Our philosophy is to provide a quality, professional service based on openness and trust.

All our financial needs and circumstances change over time and we aim to be there for our clients as they need to review their objectives and requirements, to guide them through the maze of financial services available.

At Ridgewood Finance we will continually aim to be the company that clients are happy to do business with and happy to recommend to their friends and family.

We will maintain on-going working relationships with our clients and always treat them fairly.

What We Do

Our aim is to build a clear understanding of your individual circumstances, needs and wider financial goals. This personalised approach is the cornerstone of sound financial planning.

At our initial meeting we'll talk about your needs and objectives and how these could be met. We will also give you a clear understanding of how we are paid - should you choose to proceed.

Once you've appointed us to work on your behalf, we'll gain a thorough understanding of your financial and personal circumstances, helping us ensure our advice meets your needs, goals and preferences.

This information will help us give you detailed recommendations which will explain the benefits and risks associated with the approach we've suggested. We'll make sure you fully understand the advice we've given and will be on hand to answer any questions you may have.

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