For nearly 50 years, MRIB has provided investment solutions to our clients and their families. During that time we have seen how difficult it can be for people to get the transparent, reliable advice they need.
We take the time to understand the needs of our clients, their individual aims and objectives for the future as their lives change, and their intergenerational wealth requirements within their family unit. Therefore how we do business is as important as what we do.
With MRIB, you can be assured of receiving an honest, trustworthy, open and reliable service that we are confident you will want to recommend to friends and family.
Founded in 1972 by Peter and Maureen Finch, MRIB Group started life as a high street independent insurance broker offering services in all classes of insurance and mortgage business. Since then, the MRIB Group has continued to grow and has since separated from the general insurance arm of the business to offer financial services as a standalone business.
Our relationship with you starts with a non-committal discovery meeting where we explore your financial planning needs and objectives. At this meeting we will outline our business proposition and how we can best assist your individual requirements.
As independent financial planners we are able to source solutions from the whole of market to deliver our personal recommendations aligned to your individual requirements, rather than working from any tied arrangements. This is an extremely important element for both us and our clients.
At MRIB our relationships are extremely important to us, and we are proud to have long-standing employee and client relationships that continue to contribute to our excellent reputation.
Andy has been an independent financial adviser for over 30 years. He specialises in advising and helping clients clearly understand their financial position in relation to the opportunities to enjoy a long, healthy and worry-free retirement. Importantly, he focusses on the effective and tax-efficient management of client resources to support their objectives. Long-term annually reviewable plans are developed to be flexible enough to deal with any unforeseen life events that may occur. This planning and advisory service is supported by in-depth and bespoke lifetime cashflow modelling which enables clients to plan effectively with confidence and to ensure they maximise the value of their asset base to reach their goals.
Andy’s client base comes from a broad and diverse background and has been developed over a career built on client introductions and referrals who have enjoyed his highly personal, enthusiastic and positive approach. Andy is supported by an excellent client service team who are closely involved with the process of making client plans a reality. The team are proactive, accessible and available to provide detailed and valuable advice across the spectrum of what true financial planning involves – namely building long-term trusted relationships that may involve working with other professionals and family members as appropriate.
Andy is a family man and has an active interest in all sports, particularly rugby and golf through which lifelong friendships and client relationships have been developed.
Having started in financial services in 1985, Peter has worked in a wide variety of roles within the profession providing advice to clients from all walks of life including employers, employees, self-employed and business owners, and to their friends and family too.
In his own words, he has ‘a peculiar fascination’ for pensions and saving for retirement and works hard with clients to demystify the subject. Peter helps clients create meaningful goals, keeping financial planning easy to understand (no jargon) and on track within a friendly, relaxed and informal meeting of minds. He’s found that simplicity and understanding, along with a smile, are the key to this.
Peter is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Nick has been in the financial services sector for 28 years. The early stage of his career was spent working in the general insurance sector before making the transition to a financial planner role over 20 years ago. Nick has a wealth of experience in advising both individual and business clients, building relationships that have strong trusted foundations developed over a considerable amount of time.
Nick is incredibly passionate about providing a good service and providing financial planning advice in an easy and understandable manner. He is a firm advocate that in order to gain trust and deliver value, you need to act with honesty and integrity.
With a broad knowledge of the financial services industry, Nick is the ideal adviser for those clients looking to address their individual or family investment and overall financial planning needs including business protection.
Outside of the office, as an active individual, Nick is a family man with an avid interest in rugby following retirement from the playing field.
Ajay has worked in Financial Services for over 25 years, initially starting his career in the industry as a Mortgage Adviser until he qualified as a Financial Adviser in February 1996. He has performed a variety of roles throughout his career including some at senior management level, however his passion is providing face-to-face advice to clients. He enjoys building lasting relationships with his clients and takes pride in helping them to achieve their lifetime goals.
The majority of Ajay’s clients are high net worth individuals seeking advice on investment and retirement planning, however he also specialises in protection advice for individuals and business owners.
Ajay’s interests outside of work are music, art and sport. He is a keen collector of records and contemporary art and he enjoys visiting galleries and sporting events with his son.
Coreena has been in the Financial Services profession for a total of 16 years, providing financial advice to individual and business clients for 11 of those years. Coreena is approachable, friendly and professional as well as being efficient and passionate about giving great holistic financial advice and adding value to a clients’ specific set of circumstances.
Her areas of specialty include pension and investment planning for both individuals and businesses, personal and business protection and tax planning. Coreena is a Chartered Financial Planner, and working towards becoming a Fellow of the Chartered Insurance Institute. Outside of work, Coreena is married with a young son.