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
Inheriting A Pension
Inheriting a pension can be one of the most tax efficient ways of receiving wealth from a loved one. A pension has become an inheritance super tool but, whilst you need to ensure you have the right pension structure set up to leave it behind, you also need to ensure...
Defined Benefit Pensions And The State Pension Reduction
The State Pension reduction could significantly reduce your income in retirement once you start taking your pension. If you are due to receive a defined benefit pension at retirement then you need to check to see whether your scheme will apply a State Pension...
The Best Family Trust
For those looking to protect their wealth and pass it down to the next generation, the best family trust to use might not even be a trust at all. Instead, there is something far simpler which doesn’t involve complex legal structures or high levels of taxation. Let me...
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