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Investment Planning

chart bar of investment portfolio income development

Why invest?

Over the long term, the purchasing power of cash is eroded by inflation. The only way to maintain, grow and/or generate a sustainable income from your capital over the medium to longer term is to invest it.

Why take our advice?

Before we provide you with advice our main job is to listen. By discussing what you need from your investments we seek to gain a full understanding of what you want to achieve. Over the years we have developed a clear investment ethos and a robust investment process that is designed to generate good returns for our clients whilst avoiding unnecessary risks. Investing outside of cash is guaranteed to bring an element of uncertainty. Our investment planning service aims to provide our clients with the confidence and comfort of knowing that a highly qualified and experienced team have tailored a solution for their personal circumstances.

Our Investment Ethos

As a firm of Chartered Financial Planners our investment ethos can be summarised with the following statements and principles.

Our Investment Process

Investment should always relate to your wider financial planning needs and objectives. It’s therefore important to establish what you want from your investments and over what period of time.

Investment Summary

Those who entrust us with the management of their investments have confidence in our professionalism, experience and the care we take in considering what’s important to them.

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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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