
RDS Financial Planning
Initial consultation free
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
We help you do just that through creating a plan and reviewing the progress
We can advise you on
Clients
helped
helped
395
Minimum
pension value
pension value
£0+
Minimum
wealth
wealth
£0+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Rob Simpson
Financial Adviser
What our clients say
d
David
Rob came to my house for every appointment . He reviewed my current pension plans, obtained all the info required directly from the pension providers and made all the arrangements for my lump sum to be paid . He recommended consolidating my pensions to one plan and gave very clear explanations and advice in plain English.
c
Caitlin
I reached out to Rob when looking for impartial financial advice for investments. I was completely new to investments and how finance worked. Rob explained everything clearly and encouraged me to ask as many questions as I needed. He is friendly and informative and keeps me up to date with next steps. He has given me some really great advice and I am so grateful for all his help. I would highly recommend talking to Rob and have recommended him to my friends and family
j
John
"After trying one company of financial advisers who seemed very slow and inefficient at dealing with my request to transfer and manage my pension for me, I gave up and found RDS Financial Planning, who were recommended on the <url hidden> website. Rob Simpson very quickly looked into my financial needs and soon arranged a personal meeting at my home.
I found Rob to be a very friendly, down to Earth person who explained, in simple plain English, the somewhat confusing pension choices which lay in front of me. He takes the trouble to meet you face to face and helps you understand the trickier parts of pension arrangements which a layman, such as myself may find difficult to understand. He gets on with the job, keeps you informed, inspires trust and has sorted out my pension requirements in the shortest possible time.
Rob has now completed the transfer of my pension fund and I look forward to enjoying a more secure future
e
Edwin
'Rob has delivered brilliant service from explaining the in's and out's of the investments, making clear who the relevant stakeholders are and the extent of their involvement, and also providing key insights that I would not have considered otherwise. In my experience, Rob has consistently turned deliverables on time, which makes it great to engage him.'
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