R B Financial Planning

When investing money, we ensure three things: that we establish a process for communication between us, that we seek to manage risk in your portfolio, and that we regularly review and update your plan. We will meet with you to discuss your position and establish how we can help. During this meeting, which is at no cost to you, we provide you with an understanding of how Ralston Bennett can assist you.

Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.

Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.

We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals. The key to our investment philosophy centres around providing you with a worry free, sensible investment strategy.