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
Media
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
Not ready to meet yet but would like to be kept in the loop?
Download our free '10-Minute Retirement Plan' and subscribe to our email newsletter.
News & Views
Should I Make Changes To My Investment Strategy?
So the US stock market as measured by the S&P 500 index has officially entered ‘bear market’ territory. A bear market is when the relevant stock market has fallen 20% from its last peak. It doesn’t really mean anything apart from the symbolic 20% fall. It...
When You Don’t Pay Tax In Retirement
Is it true that you don’t pay tax in retirement? Well yes and no. It all depends on where your money is coming from. How much you can earn before you pay tax in retirement When it comes to retirement you still have to follow the same tax rules as...
Pension Increase Exchange (PIE)
A Pension Increase Exchange, also known as a PIE, maybe offered to you if you are part of a private sector defined benefit pension scheme and are approaching the scheme retirement age. The list of options when it comes to taking your defined benefit pension can be...
Awards
Memberships
Supporting
