02085045161 enquiries@rpaifa.com

Why Us

There are three qualities which we believe help to differentiate us from other advisory firms. We are:

Retirement specialists

As our name suggests we specialise in helping people plan towards, enter into and find their way through their retirement years. We have vast experience in helping individuals arrange their personal finances in both pre and post retirement situations.

Chartered Financial Planners

The corporate award of Chartered Financial Planners is considered to be the ‘gold’ standard amongst financial advice firms. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in exceptional cases. Chartered titles are steeped in history and remain the benchmark of professional excellence. We are privileged to be one of an elite number of financial advice firms to have obtained this level of professional recognition.

 

Family owned

Most clients seem to prefer the fact that we are not a big faceless corporate organisation. Since we are family owned and managed we understand the importance of family involvement in significant financial decisions.

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Retirement Planning Associates Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 403829 http://www.fca.org.uk/register.

Retirement Planning Associates Limited Registered Address: St Laurence House, 2 Gridiron Place, Upminster, Essex RM14 2BE. Registered in England & Wales, No. 04423927.

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.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The Financial Conduct 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.

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