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.

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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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Simple financial plan

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Sustainable retirement income

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Evidence based investing

Media

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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

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.
Inheriting A Pension

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...

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The Best Family Trust

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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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