About Us
Retirement Planning Associates Ltd was originally established in 1992 by Andrew Forbes who still heads up the firm, in conjunction with Michael Migan his senior colleague. Over the years RPA has been joined by a number of highly experienced and well qualified staff from a range of different backgrounds within the financial services industry. This allows the firm to confidently offer a holistic service to its clients.
We are happy to advise individuals, trustees and small to medium sized businesses alike on all their financial planning needs. Whether you are winding down to retirement or still have many working years ahead, you will require financial advice.
We aim to make clients for life, and prioritise spending adequate time understanding each client's different needs before recommending an appropriate financial plan. Our approach is both friendly and professional, giving due attention to detail but always keeping an eye on the larger issues. Recommendations are tailored to each client's specific needs, situation and goals and explained in understandable terms within a written report.
It is important that any subsequent plan is reviewed at regular intervals and adjusted as our client’s circumstances change.
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