02085045161 enquiries@rpaifa.com

Our Investment Ethos

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

  • Investment decisions should relate to your individual aims and objectives
  • Regular reviews and necessary adjustments are vital
  • Time is often the all important factor
  • Do not invest in things you and your adviser do not understand
  • Tax planning is essential and can significantly improve long term returns
  • Income driven investments generally enhance consistency within a portfolio
  • Diversification across all asset classes can reduce risks and potentially improve returns
  • Both actively managed funds and passive strategies can play a useful role within a portfolio

We firmly believe that over the longer term it should be possible to enhance returns through appropriate asset allocation, fund selection and careful tax planning.

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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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