Have you recently retired or thinking about retiring?
Let us help you live life without money worries.
Why RTS Financial Planning?
We really do financial planning differently! It’s our mission to help you understand the power of proper financial planning to change your life, so you can know you will always have enough.
Totally independent
Transparent fair pricing
One of the most qualified Financial Advisers in the country
Simple financial plan
Sustainable retirement income
Evidence based investing
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Services Overview
We specialise in helping people who are retired or thinking about retiring in the next few years. This allows us to tailor our service and expertise to the unique needs of retirees.
Financial Planning
Pension Planning
Retirement Planning
Protection Planning
Client Reviews
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News & Views
You Can Still Pay Into A Pension After Taking A Lump Sum
You can still pay into a pension after taking a lump sum and it won’t cost you anything in taxes providing you do it the right way. Most modern day pensions, known as defined contribution pensions allow you to take 25% of the total pension value as a tax free lump...
Autumn Statement 2023
On Wednesday 22nd November the Chancellor Jeremy Hunt stood up and delivered the government’s Autumn Statement 2023. It feels like we have seen quite a lot of Mr Hunt since the end of the Liz Truss premiership back in October last year. The government were keen to...
7 Steps To Get Retirement Ready
When it comes to retirement there are two ways it could go for you. There’s the dream scenario we all hope for where our money outlives us or the disaster scenario where we outlive our money. This is why retirement, the point in life where you stop working and start...
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