Ramsey Financial is run by Husband and Wife team, Russell and Jane Palmer. Russell is a Chartered Financial Planner with 30 years experience in financial services. It is this level of experience that has helped him build up a solid client base over the years. He would like to think that it is also because relationships are built on trust and the client base has increased almost exclusively by ‘word of mouth’. Thankfully, not much has been spent on the advertising budget.Jane will tell you that she ‘clears up behind Russell’. It’s fair to say she provides excellent support and is as well known and trusted by our clients as Russell.The third member of the team is Helen. Helen undertakes many of our administrative tasks and she has settled in well considering she joined us amidst the turmoil of a global pandemic.We consider ourselves to be a modern, ‘forward thinking’ practice. We are totally independent and not owned, run by or influenced by a large investment house, insurance company or any other organisation for that matter. Based in Cambridgeshire, we take pride in providing a friendly, but professional, level of service.
We may be a small family run practice, but it doesn’t stop us continually striving to be at the forefront of new concepts and ideas in the financial services arena so that we may pass those benefits on to our clients.
Financial planning is an ongoing process and virtually all of our clients have remained with us over the longer term, even those that have moved to other parts of the country. This is an outcome which we are extremely proud of and we will always try to encourage a consistent ongoing relationship.
Any initial meeting is always at our expense and without obligation.