02085045161 enquiries@rpaifa.com

Our People

We are committed to providing you with the best possible advice, service and support. Our highly qualified team will help you reach your goals by assisting you along the way.

 

Jon Forbes

Jon Forbes

Director and Chartered Financial Planner

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Robert Smith - Director and Chartered Financial Planner

Robert Smith

Director and Chartered Financial Planner

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Giusy Powell

Giusy Powell

Managing Director

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Andrew Forbes - Compliance Officer

Andrew Forbes

Compliance Officer

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Laura Davey

Laura Davey

Senior Paraplanner

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Michael Forbes -  Adviser and Paraplanner

Michael Forbes

Adviser and Paraplanner

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Abi Pedro

Abi Pedro

Admin Assistant

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CFP logoIFA     

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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