RTS Financial Planning

Independent Financial Adviser  21 Fosters Lane, Bradwell, Buckinghamshire, MK13 9HZ
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FCA authorised
Last authorised 23rd January 2020
Incredibly valuable advice using simple low cost techniques. All advice fees are fixed and start from £17 per month.
We can advise you on
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Annuity purchase
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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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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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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
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Long term care
Meet our advisers
Carl Roberts FPFS
Chartered Financial Planner
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."

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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