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RTS Financial Planning Limited
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Office address

Regus House

Fairbourne Drive

Milton Keynes

Buckinghamshire

MK10 9RG

Qualifications & specialities
Confirmed Independent
Divorce planning specialists
Investment specialists
Retirement planning specialists
Advice methods
Face to face
Telephone
Online
Advice Fees
Offers fixed fee services
Our preferred clients
£50,000
£50,000

RTS Financial Planning Limited

Financial Adviser based in Milton Keynes

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About

✓ Chartered level of Independent Financial Adviser (IFA) qualifications.

✓ Providing independent financial advice on pensions, investments, tax management and financial planning objectives.

✓ Author of the Money Help blog, making money work for you.

I work in various locations from Milton Keynes to London helping clients realise the lifestyle they want and building them a financial plan to achieve it.

The type of clients I work with are typically 45+ starting to thinking about retirement, have a number of different pensions through different employers over the years and don’t know where to start.

I have many clients who have been through a divorce in the last few years and now have significant money to look after having not previously made the financial decisions in the relationship.

Top 35 Next Generation Adviser 2017 – New Model Adviser. I’m also a Fellow of the Personal Finance Society.

I have niche independent financial advice expertise in:

✓ Retirement planning.
✓ Financial planning after a divorce.
✓ Low cost investments that work time and time again.

Worried about money? Not sure how long your retirement savings will last and want professional guidance from an expert who will be able to let you know with certainty if you will be OK and if not, tell you what needs to be done, please contact me.

As an Independent Financial Adviser (IFA) I work closely with clients to find out exactly what they want. The first meeting is at our expense and is all about you.

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Regulatory & Compliance

RTS Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.

Registered in England. Company no: 10619163.

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection