02085045161 enquiries@rpaifa.com

Our Core Values

Our objectives are to serve our clients through professional excellence and to develop a long term trusted relationship.


As a business our central ethos is to treat our clients as we would like to be treated ourselves.

We will always act honestly and openly in everything we do for you.

As a predominately fee-based firm, we ensure our interests are directly aligned with your interests, enabling us to offer you truly impartial advice and counsel.


We are very proud to have obtained corporate Chartered Financial Planning status having satisfied rigorous criteria relating to professional qualifications and ethical good practice. The two advisers who head up our financial planning services are not only Chartered Financial Planners but also Fellows of the Personal Finance Society. Obtaining Fellowship is the highest academic status a UK financial adviser can obtain.

We make this expertise accessible to you.


Over the past twenty years we have built many close and long lasting relationships with our clients. During this period seeing our clients' plans achieve and surpass what we initially expected and planned for has brought great satisfaction to them and us.

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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.

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