02085045161 enquiries@rpaifa.com

Who We Work With

We work with a wide spectrum of clients from varied backgrounds. Like any professional business, we charge fees to cover our costs and remain profitable, although we do not value our clients merely in monetary terms. That being said, it is important for us to demonstrate the value we can add to your financial planning. As a rule of thumb we tend to find that a minimum investment/pension value of £150,000 is necessary for the relationship to be mutually beneficial.

As retirement specialists our clients tend to fall into four broad groups:

  • Individuals who are accumulating assets towards a comfortable retirement
  • Individuals who need to generate income from their financial resources
  • Individuals in retirement who need to consider estate planning and/or long term care funding
  • Trustees, attorneys and other professionals requiring expert guidance

Feedback tells us that clients approach us for advice in order to gain:

  • Peace of mind, Family security, Control, Time and Money saving, Higher returns, Clear explanations and Access to information

However the most important consideration is that clients hope to gain and build on a relationship they can trust where reliability, a proactive service and delivering on promises are key themes.

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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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