I found Allan about 20 years ago when I was very busy and short on time and in depth industry knowledge. Whilst I was not naive financially or commercially I very quickly felt comfortable letting Allan take the reins. His approach is very straightforward, practical and dare I say it can be, when he thinks it necessary, almost 'fatherly'!'
Allan has seen us through a lifetime of financial support, from a busy working family with school age children, through their university days, weddings and six grandchildren and now into our retirement! Our relationship is life long and I couldn't be more satisfied.
Allan has seen us through a lifetime of financial support, from a busy working family with school age children, through their university days, weddings and six grandchildren and now into our retirement! Our relationship is life long and I couldn't be more satisfied.
Services
As a Client we work for you, and with you, to make your lifetime financial journey make sense. We often help people with their decision as to where that journey needs to reach in order to match life planning and lifestyle goals. Once the goals are set out our expertise is then in working with you to understand how those goals can be reached.
Our team gives you access to over 100 years of experience in the financial services industry. We are passionate about providing a professional, ethical and customer focussed service to our clients. We have an office mantra - service, service, service. We believe in the slightly unfashionable view that this is what clients value most - in fact this is what external research tells us too!
What can you expect from us? It is important to know that this is a joint exercise between you and us and very much a case of "one + one = three." Every client is different and therefore has different needs and different levels of understanding of our industry.
So, because we don't adopt a "one size fits all" approach we can give general guidelines on how we go about dealing with clients and the ongoing service we provide but we are happy to discuss how this matches what you need.RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
So, because we don't adopt a "one size fits all" approach we can give general guidelines on how we go about dealing with clients and the ongoing service we provide but we are happy to discuss how this matches what you need.RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
Should you choose RDB to assist you in your financial decisions, you will soon discover that our warm welcome extends beyond our website and will be waiting for you at the end of a phone or when we meet you in person. We have very pleasant offices in the grounds of Levens Hall, situated between Milnthorpe & Kendal.
We are a small yet busy and thriving local business, focussed on excellent client outcomes. We take pride in providing fair, honest and impartial independent financial advice, conducting ourselves in an ethical manner, not only with clients but also with each other.
In the company there are presently 3 Directors who are also Financial Planners, an additional 2 Planners and an Operations Manager, supported by 4 Client Service Specialists and a Paraplanner.We are looking for a new member of the team to deal with varied administration work.
In the company there are presently 3 Directors who are also Financial Planners, an additional 2 Planners and an Operations Manager, supported by 4 Client Service Specialists and a Paraplanner.We are looking for a new member of the team to deal with varied administration work.
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