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RTS Financial Planning

Financial Services

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RTS Financial Planning
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    Karen Roberts Operations Director at RTS Financial Planning
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    Carl Roberts Pensions and retirement advice expert. Thinking of retiring? I can help you understand your retirement options. By tidying up your pensions, working out how much you need and how you can increase your retirement income.
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Overview

RTS Financial Planning provides independent financial advice. For those of you who want face to face meetings, we cover the Buckinghamshire, Bedfordshire and Hertfordshire regions. We also cover the whole of the UK via phone and online video conferencing. We offer meetings anytime to suit you, 24/7. We meet where you find it most convenient, whether that's your home, workplace or favourite coffee shop! We don't receive commission and we don't charge percentage based fees. We only charge fixed fees for the actual work carried out so you will always know what you are paying. Our services include: Investment and pension advice. Building financial plans. Tax advice. Wills, trusts and powers of attorney. Insurance. Long term care advice. Advice for business owners and as an employee benefit. Our advisers are all qualified to Chartered status (the best you can get!) and you will find us registered on the Financial Conduct Authority (FCA) register.