02085045161 enquiries@rpaifa.com

Benefits Available to You

Whether you become a Financial Advice Client or a Financial Planning Client we are confident that you can expect to gain the following benefits by employing us:

  • A carefully coordinated financial plan, tailored to meet your objectives
  • A disciplined, robust and well researched investment process
  • Potential for us to provide you with quarterly monitoring of your portfolio
  • Significant potential Tax savings
  • Access to expertise and information, helping you to better understand your options
  • All important time savings
  • Minimal paperwork and hassle
  • A trusted partner who will commit to agreed regular structured reviews of your financial affairs
  • Independent counsel
  • Confidence that your financial affairs are being prudently looked after
  • Value for money
  • Peace of mind

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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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