02085045161 enquiries@rpaifa.com

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.

We will take the time to understand you, your family situation, financial requirements and investment objectives and in turn recommend appropriate products and actions.

Generally our Financial Advice Service is for clients who:

  • Have relatively uncomplicated financial affairs
  • Investable assets of broadly under £200,000
  • Lead busy lives and appreciate impartial advice in important areas of their finances
  • Want to work with an advisory team that they can trust implicitly and build a long term relationship with

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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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