RDS Financial Planning ltd

Restricted - Whole of Market  Whitcliffe Road, Bradford, BD19 3BY
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.1/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Rob Simpson
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Based in Cleckheaton I am a fully qualified financial adviser who offers wealth management advice to clients across the north.

I have always had a passion for financial services and supporting clients to achieve their goals, working with some of the leading financial institutions using professional advice.

I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future.

I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands.

Our services

1. Understanding your needs

It is impossible to be able create a plan for the short, medium and longer term without truly understanding your needs and circumstances, including how much risk you are prepared to take when investing.

2 Researching your requirements

A key part for preparing a plan is to explore all tax allowances, the investments available and the funds where money can be invested, any plans will take into account existing provisions and how the plan will focus on meeting your goals.

3 Recommendations

After completing research to best suit your needs, a full explanation of what and why a recommendation is being made taking into account, timescales, risk approach and how the recommendation compliments existing plans

4 Implementation

Once plans are agreed, we will carry out the transaction and set up the investments taking care of paperwork, speaking to the provider on your behalf and clearly explaining timescales involved

Where to find us
Head office address: Whitcliffe Road, Bradford, BD19 3BY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 27th June 2022

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