02085045161 enquiries@rpaifa.com

Robert Smith - Director and Chartered Financial Planner

Robert Smith

Director and Chartered Financial Planner

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Jon Forbes

Jon Forbes

Director and Chartered Financial Planner

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The Advice Process

The overall aim of our advice/planning process is to help you address specific needs and reach your financial goals in the most efficient way possible. We follow a consistent six stage approach which provides a structure for our advice and planning services.

Financial Advice Service

As a firm of Independent Financial Advisers, we offer a straightforward advice service for clients typically with less complex needs, who recognise the need for expert advice and who will generally benefit from our ongoing support and guidance.

Financial Planning Service

We have established a service which is structured to allow us to focus our expertise on helping our clients oversee all areas of their financial planning, through a mutual commitment to a long term partnership.

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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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