Inspiring Business by Sharing Success

Wealth Management Specialists Team Up with Health Insurer

The RU Group Announces Collaboration with VitalityHealth as Part of Growing Healthcare Offering


The RU Group, a leading firm of independent, personal and corporate financial advisers headquartered in Nottingham, has made a strong start to 2018, announcing it will be collaborating with VitalityHealth. The deal will see VitalityHealth provide all of The RU Group's health insurance policies for its clients.

The collaboration is a first for The RU Group. The company has been independent throughout its 130-year history and therefore collaborating with a firm to wholly provide an aspect of its service offering is a new chapter in the firm's history.

Ian Browne, Head of Advice at The RU Group comments: "We are proud of our independent status as this means we can recommend any financial product or investment fund we like if we believe it is in the best interest of our client.  Having assessed the market place thoroughly, we believe that VitalityHealth will benefit our clients and we are delighted to work with them exclusively on the healthcare side of our business."

All other aspects of The RU Group's business will remain independent. As a fee based group of companies, its advisers are free of the obligation to sell a particular product which helps RU achieve great results for its clients. The group is committed to building long-term, mutually beneficial relationships for corporate and private clients and providing an excellent health insurance option for them is an increasingly integral part of that relationship.

Given how much The RU Group values its independence, it may seem surprising that they have sought to form a collaboration with VitalityHealth.

Not so according to Ian Browne:

"The decision to work with VitalityHealth was a logical choice for both companies. As a wealth management company the financial planning we provide for our customers makes sure that they are rewarded for taking responsible steps to safeguard their future. Similarly, VitalityHealth enables people to understand more about their personal health, rewards them for healthy living and protects them when things go wrong. Given that as companies we recognise the importance of encouraging our clients to be pro-active when it concerns their finance and health, we felt that this collaboration was a natural next step."

Karl Hewstone, IFA Health Sales Director at VitalityHealth, said: 'We're delighted to collaborate with the RU Group and look forward to working with them to provide our best-in-class health insurance and wellness programme to their growing client base."

The RU Group consists of Russell Ulyatt Financial Services, Hart Shaw Financial Planning Limited, Greenhalgh Financial Services and Shevill Parkes (Financial Services). It currently has over £400 million in private wealth under management in its model portfolios and investment propositions.

< Back