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A warm welcome to the Retirement Planning Associates Ltd website.

We are a firm of independent financial advisers based on the border of Essex and Greater London, but serving clients throughout the British Isles. Our clients include individuals and trustees as well as small to medium sized businesses.

Being truly independent means that we can offer advice from the range of products available throughout the whole market. We advise on all aspects of personal financial planning. Our main area of expertise is providing specialist tailored advice in helping individuals plan for, and guiding them through, their retirement years. Core retirement issues may include:

  • Pension Planning (Pre & Post Retirement)
  • Investment Portfolios and Savings Advice
  • Inheritance Tax Mitigation
  • Widows/ers Income Shortfall Solutions
  • Long Term Care Planning

Accompanying retirement planning advice, we also offer general financial planning solutions for our individual and corporate clients, who have wider reaching needs.

The life stages link, to the left of the home page, will  provide an insight into how our advice and services may be relevant to your present situation.

This website aims to give you further information about

Just click on any of the above items, or on any of the tabs at the top, to access these sections.

Retirement Planning Associates Limited is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 403829

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Retirement Planning Associates Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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