Our business has grown by building a long lasting and trusting relationship with our clients and we aim to continue to do so. We invest a great deal of time in our clients because it is vital to fully understand their financial needs but more importantly, we need our clients to totally comprehend the advice we provide, why we have chosen a particular direction for their situation and the costs associated with the work we do.
We offer advice to our clients on pensions, investments, mortgages and protection and whilst our preference is to understand our clients' full financial needs, aims and objectives so that we can provide an holistic service, we appreciate that some clients may prefer us to consider just one or two specific areas and we are happy to work in this way too.
We offer advice to our clients on pensions, investments, mortgages and protection and whilst our preference is to understand our clients' full financial needs, aims and objectives so that we can provide an holistic service, we appreciate that some clients may prefer us to consider just one or two specific areas and we are happy to work in this way too.
Services
Our business was established in 1993 by Alan Richardson, Paul Belcher and Mark Spurling as Partners. The name of the firm was derived from the first initial of each of the Partner's surnames. We operated from offices in West Street, Marlow until 2006 when we moved to our present offices in Regency House on Mere Park off Dedmere Road in Marlow.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them. Over the years Paul Belcher has developed expertise in relation to pensions and investments. Consequently, as we move into this new era, any business that relates to pensions and investments will be undertaken for our clients by Paul.
This is an opportunity for you to find out more about RBS Associates and for us to see how we can help you. At the end of the initial meeting if you are happy to proceed we will discuss our client service proposition and agree how you wish to pay for the advice. We will then discuss the timescale to prepare our recommendations and arrange the next meeting.
The way in which we are paid differs according to the type of business we are undertaking for you. For protection and mortgage work we will be paid a commission by the provider of the contract we arrange. The relevant amount will be confirmed to you in the written recommendation/report we provide detailing our recommendations and will also be confirmed in any Key Facts Illustration you receive in respect of the product concerned.
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
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Mona
Jul 19, 2019
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