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


We are proud to feature in…

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

Achieving your goals with a practical, workable plan

Pension Planning

Consolidating, lowering charges and improving performance

Retirement Planning

Identifying your route to a financially secure retirement

Protection Planning

Protecting you, your family, your wealth and your legacy

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.
Can You Retire With £100,000?

Can You Retire With £100,000?

Is it possible to retire with £100,000?   Perhaps you have started saving for retirement later in life and have not been able to build as big a pension pot as you would have liked.   Does this mean you are destined to be working well into later life?   Or perhaps your...

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How To Achieve Early Retirement

How To Achieve Early Retirement

To achieve early retirement, it all starts with a plan.  Unless you have a plan, you are not going to know what you’re aiming for. There will be no structure or steps for you to follow.   You will just be hoping for the best and probably focusing on things you can’t...

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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


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

Chartered Financial Planner, DAUK, Personal Finance Society


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

Milton Keynes Hospital Charity