RTS Financial Planning

Independent Financial Adviser 21 Fosters Lane, Bradwell, Buckinghamshire, Milton Keynes, MK13 9HZ
FCA verified
16th September 2019
Incredibly valuable advice using simple low cost techniques. All advice fees are fixed and start from £17 per month.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Carl Roberts FPFS
Chartered Financial Planner
Where to find us

21 Fosters Lane, Bradwell, Buckinghamshire, Milton Keynes, MK13 9HZ

About us

We are a modern family run independent financial planning firm who work with 3 groups:

1) Young professionals who want financial guidance.

2) Those that see retirement on the horizon but still have a few years yet to really get things working.

3) Those that are wanting to wind down their wealth and plan for the next generation.

We provide appointment times any time of the day to suit you, 24/7. We come to meet you wherever you feel most comfortable, whether that's your home, workplace or local coffee shop! We only charge fixed transparent fees so you always know what you are paying.

Our services

This is what our clients say on Google Reviews:

"RTS Financial Planning gave clear and honest pension advice to help me through the pension mine field. I am so happy now that this has all been sorted out and now have a clear financial plan. Would not hesitate to recommend RTS to anyone!"

"A really friendly service, Carl listened to what we were trying to achieve and gave us some clear options for us to consider. Always a speedy and helpful response to my questions, looking forward to developing the financial plan we have now started to achieve our goals."

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

RTS Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (772054).
21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ.
Company registered in England. Company no: 10619163.

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