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Testimonials

Throughout our website, we have used various quotes from RPA clients who without request have made positive comments about our services. We don’t pretend to be miracle workers but we are confident that we can add real value to most individual’s financial affairs.

 
Below we have quoted extracts from four separate clients’ letters, which we hope will help endorse our services to you.
 
"I would like to show my appreciation for Robert’s clarity and professionalism.
 
Although it became clear during our meeting that your services were not really required purely due to my own procrastination. You went on to clarify our thoughts on the way forward in a very concise way which is proving extremely useful in our decision making process.
 
I would not hesitate to recommend you to others for these reasons."
 
K. B. Essex
 
"It is comforting to both my wife and myself to have RPA to turn to for financial advice and we are about to act on their latest recommendations.
 
On my early retirement, I was faced with how to maintain my previous standard of living from a pension of less than half my final salary. The advice that RPA have given me about how to invest a lump sum to provide extra income, while at the same time preserving and indeed increasing capital has been first class and we are very grateful.
 
I was a Personnel Manager for some years and during that time I had the pleasure of chairing a number of pre-retirement sessions organised by my company. RPAs part of the programme was always stimulating and informative, full of sound unbiased down-to-earth advice. Having listened attentively, I am pleased to say that I am now living proof of its long term effectiveness."
 
D. G. London
 
"Prior to my retirement in 1992, RPA were asked by my Government Department to arrange a pre-retirement seminar for staff, which I attended. I was most impressed by their presentation and the way the information concerning making money work was imparted.
 
Since then I have acted on the good advice which their Financial Adviser has given me and I am satisfied with the end results. The advice given was unbiased and explained with patience and in detail.
 
I have been pleased to recommend the services of RPA to many of my friends over the years and I look forward to continuing my personal investment with RPA."
 
J. C. H. Surrey
 
"RPA have acted as my financial adviser since 1992.
 
During that time I have been given sound and realistic advice regarding the investment of an initial lump sum and such money has become available subsequently. They have been both helpful and approachable and have kept me aware of the range of investment options to best suit my circumstances. When my circumstances have changed they have advised on relevant options to maximise my investment. They have maintained regular contact and have kept me up to date with my financial affairs. Furthermore whilst my preferred options have been taken into account, they always explained clearly the reasoning behind their professional advice.
 
My wife has also recently retired and once again we have been grateful for the considered and pertinent advice we have received over the last few months. Our future needs regarding income/growth from our investments have been carefully assessed and clearly presented for our consideration.
 
We will continue to use RPA’s professional services with complete confidence and I have no hesitation in recommending them to anyone looking for secure investment advice from a specialist company of independent financial advisers."
 
C. M. London
 
"When I was preparing for my retirement the personnel department named three firms of independent financial advisers that they used for retirement planning.
 
I arranged a meeting with an adviser from all three firms, including RPA, and provided them with the same information regarding my financial situation and, through discussion, requested written advice on a prudent course of investment. My wife also wanted financial advice on her own behalf and took part in all the discussions.
 
Of the three firms only two inspired any degree of confidence and of these RPA was our clear choice.
 
Over two subsequent visits, each one followed up with a letter from RPA setting out clearly the assessment of risk for the recommended courses of action, an investment strategy was decided and implemented.
 
RPAs advice was clear and well-presented ensuring that both my wife and myself thoroughly understood the pros and cons of each investment. Since setting up our investments RPA have kept in touch as the situation warranted and were able to give useful advice on unexpected items such as the recent ‘windfall share issues. When my wife retired we had no hesitation in asking RPA for advice on the investment of the lump sum involved.
 
In conclusion I am very satisfied with the professional financial advice provided by RPA and would recommend them to anyone."
 
Dr. E. M. F. Oxfordshire

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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.

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