RCN Financial Planning Ltd
If you would like to take stock of your financial health or need more specific advice in your retirement, estate preservation or long term investment planning needs then RCN can help you achieve a bespoke and comprehensive financial planing strategy.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Last authorised 10th August 2020
Meet our advisers
Chartered Financial Planner
What our clients say
I have found Robert up to date with all current affairs and has tailored my portfolio to best suit my needs and wants. He is very approachable this is made easier by his kind and caring nature, he has kept me informed with any changes he has made for me, all for the better. He has kept me best interest at heart, he always has the time whenever I have a question.
Robert initially assessed my current financial situation and spoke in depth regarding my expectations and goals for the future. He explained in detail levels of risk, and possible options I could take, and made sure he also understood my attitude to risk. Once he had got a clear picture of what I wanted to achieve he created a profile to suit my goals and explained the products he had recommended making me feel confident that I was investing in the correct products for myself. Robert fully explained the fees and commissions involved which I found very competitive. I found Robert very easy to talk to, and he answered all my questions, however small, making sure I fully understood. He is efficient and professional. I have full confidence in the service he has given me, and I would highly recommend him for his knowledgeable financial advice.
Approachable, good at explaining in lay mans terms details of investments etc. Willing to advise out of hours, very handy when we work!! Does what he says he is going to do.
Annual reviews made easy as everything is explained in laymens terms. simple paperwork to complete with post-it notes to explain what i need to do. clear explanation of my risks.
Robert Norman has given me an expedient ,highly professional service and recommendations resulting from a thorough knowledge of my financial objectives. He is personable and a pleasure to work with.
Robert takes the time to get to know your particular needs and then discusses a mixture of options to work out what's best for you. We had several discussions before the initial recommendation was formulated and this gave me confidence that he took time to make sure he understood my circumstances and financial aspirations in full. My financial planning feels like a partnership - I'm not forced to do anything I don't fully understand and Robert has continued to present options as appropriate, both at my annual review and, when on an interim basis as required.
RCN is the product of nearly 20 years of experience and expertise within the financial services industry, conceived with clients in mind and built around three simple financial planning principles:
1) Financial planning should always be designed around meeting the client’s needs and objectives and with their best interests in mind.
2) Recommendations should be easy to understand. Advice that cannot be understood by the client is not appropriate.
3) There are charges for advice but these should be reflective of the work undertaken, appropriate, clear and easy to understand.
These principles set the foundation for RCN’s mission statement: "Helping you achieve your financial goals".
Understand our clients needs and build bespoke solutions, guiding our clients into and beyond retirement with excellent planning and investment solutions.
Why Choose RCN?
Direct access to me throughout the entire financial planning process without being passed from pillar to post.
You will determine the pace at which the process operates.
You will be invited to be involved and take an interest in every step of the process.
You will only ever receive advice that I believe is in your best interest.
Strategies are tailored to meeting your objectives rather than you having to fit in with an off-the-shelf approach.
You will only ever be asked if you wish to proceed with advice once I am confident it is fully understood.
I hold Chartered status, which is the ‘gold standard’ for financial planners within the financial services industry. This demonstrates the highest level of professionalism and knowledge but also demonstrates a willingness to maintain this standard.
Where to find us
Head office address: 27 Gattons Way, Sidcup, Kent, DA14 5EW
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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