Would you like to build wealth for you and your family to enjoy?

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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.

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Totally independent

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Transparent fair pricing

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One of the most qualified Financial Advisers in the country

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Appointments 24/7

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Meetings where it’s convenient for you

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Smartphone app for 24/7 access to your finances

Media

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Services Overview

Something for every stage in your life… because financial planning is for life, not just for retirement!

Financial Planning

Achieving your goals with a practical, workable plan

Retirement Planning

Identifying your route to a financially secure retirement

Business Planning

Helping you to start and exit your business successfully

Pension Planning

Consolidating, lowering charges and improving performance

Protection Planning

Protecting you, your family, your wealth and your legacy

NHS Pensions

Expert understanding and analysis of your position

Client Reviews

Reviews and Ratings for Financial adviser Carl Roberts, Milton-Keynes

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News & Views

Latest investment market commentary, financial planning tips and insights. We publish a new article every week.
The Scandal Of High Cost Tracker Funds

The Scandal Of High Cost Tracker Funds

Recent research from Money Marketing has shown that some investors are paying way over the top for high cost tracker funds.   In fact the three highest charging UK tracker funds have over £1.5 billion invested in them and investors are paying over £12 million more in...

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New Year Financial Priorities

New Year Financial Priorities

The start of a new year is a great time to sit down, take stock and consider your new year financial priorities.  It’s always a good idea to plan. It provides motivation and improves performance. The start of the year is a great time to do this as you will hopefully...

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No Deal Brexit Impact On Your Investments

No Deal Brexit Impact On Your Investments

It’s hard to avoid it if you watch the news at the moment so I thought I would discuss the potential no deal Brexit impact on your investments.   First things first, as I write this after the Sunday 13th December 2020 ‘deadline’, talks are still on going. It is by no...

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Awards

It’s a privilege to serve our clients and we’re proud to be recognised for the work we do.
SME Finalist, RP Finalist, Next Generation Advisers, Money Age Award

Memberships

We go above and beyond to maintain the highest standards and professionalism.

Chartered Financial Planner, DAUK, Personal Finance Society

Supporting

We are delighted to help our designated charities in whatever ways we can.

Milton Keynes Hospital Charity