RTS Financial Planning
Milton Keynes, Buckinghamshire
(11)
Milton Keynes, Buckinghamshire
(11)
Incredibly valuable financial advice at a fantastic fair price.
Our clients are typically 45+ who are looking to get serious about their retirement. They are perhaps confused about all the options and what sort of income their pensions and investments can give them.
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11 customer reviews
Trevor Easthope
I have been working with Carl for a number of years now . I’ve always found him to be knowledgeable, efficient & very thorough in his advice & planning of my finances . Very reassuring that I’m in safe hands with RTS .Trevor Easthope More...
Reviewed on Google Maps
Michael Cass
Carl from RTS has provided what I needed - which was clear and impartial advice. He is very knowledgeable, practical and follows up items quickly. I would thoroughly recommend his services and would definitely use him again. More...
Reviewed on Google Maps
Jennifer Tuck
Carl has been dealing with my finances for a few years now and I have always been more than pleased with his reliable and clear advice. It is very reassuring and comforting for me to know that Carl is there to advise me regarding my pension in such a competent and friendly way. I would definitely recommend him. More...
Reviewed on Google Maps
Clair Phillips
A professional, reliable service. With clear advice for those seeking help and support in all money matters. Provided a great service to us to help us get our money and future planning in order. Highly recommended! Thanks RTS.
Reviewed on Facebook
Emma Harvey
Emma Harvey
A solid trustworthy organisation who I'd have no heistation in recommending to anyone. They know all there is to know about the financial world and give honest advice.
Reviewed on Facebook
Jennifer O'Shea
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! More...
Reviewed on Google Maps
Carol Farrington
We have been working with Carl for a couple of months and find him to be very professional. knowledgable and responsive to our needs. Highly recommended.
Reviewed on Google Maps
Malcolm malc2901@sky.com
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 retirement goals. Would highly recommend RTS Financial planning. More...
Reviewed on Google Maps
Emma Harvey
A solid trustworthy organisation who I'd have no heistation in recommending to anyone. They know all there is to know about the financial world and give honest advice.
Reviewed on Google Maps
Stephen Rand
Efficient, helpful, straightforward, clear statement of service and fees - what we had been looking for in a financial adviser
Reviewed on Google Maps
Emma Harvey
Emma Harvey
Reviewed on Facebook
What do you love most about your job?
I love making a massive difference to people's lives and helping them live the lifestyle they want, without stress or money worries. I know from experience I have been the difference to some clients retiring much earlier than they ever thought possible.
I also love the fact we are different to most financial advisers and are really changing the way advice is delivered.
What inspired you to start your own business?
I have worked in financial services for over 10 years and whilst working for other people I could never run things the way I wanted. I always had plenty of ideas to provide financial planning advice differently e.g. fixed fees, low cost, 24/7 meetings, using technology to provide information to the client instantly. But because most financial advisers have run an old fashioned business model fr some time it is very hard for them to change.
Why should our clients choose you?
Quite frankly we are not going to rip clients off with percentage based charging. Our fees are fixed and paid on a pay as you go basis. We have no products to sell, only financial plans and solutions that will deliver what you want. For most clients that meet us we don't need to transfer their pensions or investments as we can help them manage what they already have by making a few tweaks here and there.
Investment Advice
Financial Planning
Pension Retirement Planning Advice
