Welcome to David Ruler Financial Planning

Where your financial well-being is our priority. We offer a comprehensive range of services designed to help you achieve your financial goals, including:

• Investments and Savings: Strategic advice to grow and protect your wealth.
• Pensions: Expert guidance on pension plans tailored to your future needs.
• Retirement Income: Planning and managing your income for a comfortable retirement.
• Pension Transfers: Smooth and efficient transfer of pension funds.
• Inheritance Planning: Ensuring your legacy is preserved for future generations.
• Insurance and Protection: Securing your assets and providing peace of mind through tailored insurance solutions.

Our firm is founded on the extensive experience and expertise of David Ruler, who has over 16 years of experience in the financial industry. His background includes roles as a stockbroker and financial adviser for Barclays Wealth before transitioning to an independent financial planner in 2018. This move was driven by a passion to provide personalised solutions for our clients.

At David Ruler Financial Planning, we understand that your financial goals are as unique as you are. That’s why we take the time to listen and tailor our advice to suit your individual needs. Whether it’s savings and investments, retirement planning, or protection strategies, we provide practical guidance that empowers you to make informed decisions about your finances.

Our philosophy is rooted in a commitment to personalised service and practical advice. We believe in creating a roadmap that helps you achieve your financial aspirations and build a secure future for you and your loved ones. We invite you to reach out for a no-obligation consultation to discuss how we can assist you in taking control of your financial future.

At David Ruler Financial Planning, we’re more than just advisers; we’re your partners in building a secure and prosperous future. Let’s embark on this journey together.