RT Financial Planners Limited is a successful, forward-thinking firm of Gloucestershire-based, independent financial advisers with offices in Cirencester and Winchcombe. We offer a wide range of financial services, from straightforward ISAs to much more complex and holistic retirement, trust and estate planning.
Directly regulated by the Financial Conduct Authority we are truly independent and can offer comprehensive solutions. We are also able to offer Chartered financial advice and Director Jackie Greenwood is a Fellow of the Personal Finance Society. Fellowships are the highest qualification currently available.
Directly regulated by the Financial Conduct Authority we are truly independent and can offer comprehensive solutions. We are also able to offer Chartered financial advice and Director Jackie Greenwood is a Fellow of the Personal Finance Society. Fellowships are the highest qualification currently available.
Services
RTFP is able to offer the expertise of highly-qualified investment advisers. We can offer practical, tailor-made advice as your own circumstances change and evolve. We are experts at helping private clients, trusts and charities create and preserve wealth. We use a state-of-the-art, back-office system taking live feeds from the major investment and insurance houses, so information is always current.
Our role is to ensure you meet - and maintain - your financial objectives and also to ensure that we put in place only what suits you as an individual; not only for the present, but also for the future. Treating Customers Fairly (TCF) is at the heart of our culture. The Financial Conduct Authority does not regulate trusts, nor does it regulate estate planning or some forms of tax planning.
We focus on meeting the individual needs of all our clients. This means we always begin by listening to you, learning about your financial position and discussing what it is you want to achieve. We then draw on our considerable expertise and insight to ensure you benefit from the blend of services you need.
We are delighted to introduce our new Investment Portfolio, in association with LGT Vestra. Combining our own expertise in fund research with LGT Vestra's investment process, research capability and administration, we have been able to design portfolios which, while based on LGT Vestra's core portfolios, also feature our own, more specialist approach.
We constantly review our services and how we communicate with clients, as well as the services we provide and we welcome comments and feedback. We publish a regular newsletter, which can be sent electronically or by post.
If you would like to hear more about becoming a client of RT Financial Planners please contact your nearest office: Cirencester on 01285 886111 or Winchcombe on 01242 604066, or complete the details on the contact page and we will call when it is convenient, or email you if you prefer.You should remember that the value of an investment and the income from it could go down as well as up.
If you would like to hear more about becoming a client of RT Financial Planners please contact your nearest office: Cirencester on 01285 886111 or Winchcombe on 01242 604066, or complete the details on the contact page and we will call when it is convenient, or email you if you prefer.You should remember that the value of an investment and the income from it could go down as well as up.
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