About RDBIFS Ltd
Should you choose RDB to assist you in your financial decisions, you will soon discover that our warm welcome extends beyond our website and will be waiting for you at the end of a phone or when we meet you in person. We have very pleasant offices in the grounds of Levens Hall, situated between Milnthorpe & Kendal. If you can’t make it to us then we can extend our welcome and meet you in your own home if you prefer.
Our clients vary greatly from farmers to owners of country estates, from retired business owners to individuals who find themselves with an inheritance and everyone in between. Nearly all our business comes through recommendation and whilst we don’t like to blow our own trumpet, it appears our clients are happy to do it for us.
At RDB our ethos is definitely to treat our clients the way we would like to be treated and as we are completely independent we have the power to do so.
Our main intentions are to make you feel relaxed within the financial environment, take away any fears you may have about your financial future and reduce the stress or hassle you may feel in making lifelong decisions regarding your financial circumstances.
We are here for the long-term and now have many multi-generational clients. We want to build our business for your future generations to use and we invest our time and expertise to this end by helping our clients to gain knowledge and confidence in the financial markets. We value our time with you – the more we get to know you the better equipped we are to recommend what is right for you, your family and your lifestyle.
If you like what you have read so far, why not give us a call? Our first discussion or meeting is free with absolutely no obligation or pressure – that’s not our way. What we offer is help & reassurance in a relaxed atmosphere with a nice cup of tea (English Breakfast, Darjeeling, Earl Grey, Peppermint, etc….in fact if we haven’t got ‘your’ tea we will donate £5 to a local charity!) We really go the extra mile and whilst it’s done in a genuine and friendly manner we can assure you that our industry knowledge & technical expertise is first class – take a look at what some of our customers think.
We want to build relationships for the future and if it appears from our meeting that you are already in control of all things financial and don’t require our input at the present time – we will tell you that too!
At RDBIFS Ltd we value every client and extend the same service to all, no matter what your financial requirements. We look forward to meeting you soon.