Company Performance Metrics
R3 Wealth provides independent financial planning, wealth management, and mortgage advice for individuals, families, and business owners. The company offers retirement planning services that address pension structures, drawdown options, and pension freedoms to support life after work. Its wealth management offering includes investment advice,
capital gains planning, and estate and inheritance tax mitigation to support long-term asset preservation. R3 Wealth also provides corporate financial planning for directors and shareholders, including key person protection, shareholder protection, and employee benefit schemes. The firm continues to offer mortgages and property finance advice, covering residential purchases, buy-to-let portfolios, and limited company borrowing. R3 Wealth operates as an appointed representative under FCA regulation and bases its recommendations on a whole-of-market approach to product selection.
