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
Does Your Family Medical History Really Impact Your Life Expectancy?
Your life expectancy has massive implications for everything. In particular, the time you will have to do all the things you want to in life and how much money you are going to need to do those things. A common theme I experience with my clients is that they can’t...
What Happens When We Are All Passive Investors?
A passive investor doesn’t try to outwit the crowd. It uses the wisdom of the crowd to generate investment returns via passive funds, also known as index tracking funds. An active investor will try to beat the crowd. Spending more money on research (and subsequently...
Can Index Funds Still Influence The Companies They Hold?
Stewardship means taking care of something. The word stewardship is also often used in the investment world to describe how large investment funds monitor and engage in the companies they invest in. In fact, there is even a UK Stewardship Code administered by the...
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