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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.

Our investment process is designed to provide you with:

  • A process which is overseen by highly qualified, experienced professionals who understand what is important to you
  • A co-ordinated and disciplined investment approach applied to your entire portfolio which is tailored to meet your requirements, objectives, constraints and tolerance to risk, helping to deliver peace of mind
  • The potential for enhanced performance by using some of the best fund manager from around the world, appropriate asset allocation and careful tax planning
  • A commitment from us to review your portfolio on a regular basis  to ensure the strategy works.

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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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