Our Leadership Team

Specialist expertise and professional excellence, with a genuinely personal touch

We are…

Carl Roberts

Carl Roberts

Karen Roberts

Karen Roberts

About Carl…

I’m Carl, Chartered Financial Planner and founder of RTS Financial Planning.

I started working in Financial Services back in 2006, but over the years I became increasingly disillusioned with the way Financial Planning clients were being served.

Some clients are recommended an investment product without any thought of the overall financial plan or what aftercare is required. And whilst the majority of Financial Planners do a great job and have high ethical standards, I still feel clients are being ripped off.

So, in 2017, I created RTS Financial Planning, to do things ‘differently’.

I want to change the way you experience Financial Planning.  I want to help you understand the power of proper financial planning to change your life; to help you live without money worries, knowing you will always have enough.

I worked during the financial crisis of 2007-2008, which saw stock markets crash, banks go bust and companies lay-off staff.  The worst thing was seeing people (some of whom were already retired) having their homes repossessed because they could no longer afford their mortgage payments.

I’ll never forget that.  It’s one of the reasons I became a Financial Planner.  I want to make sure my clients never lose their homes, and that they have the financial freedom to ensure they will be fine, even if they are unlucky enough to lose their job.

So… where are you on your financial journey, and can I help you find a better route?

Carl Timeline

About Karen…

Karen is our Operations Director, and has been instrumental in supporting Carl to create and establish RTS Financial Planning.

With a background working for one of the country’s largest accounting firms, Karen has a Diploma in Management Services and is our ‘behind the scenes’ person who makes sure the operational side of RTS Financial Planning runs smoothly.

When she’s not keeping investment providers ‘on their toes’, maintaining the accounts, providing fantastic client service and beating Carl at marathons, you’ll find Karen chasing after their two young children!

Marathon Karen

Our Team Of Specialists

 

We work with some of the best people in business who are all specialists in their field.

 

  • Working within our Investment Committee and supplying us with the evidence and the data when it comes to our investment strategies is Betafolio.
  • Providing the functionality, security and low cost online investment platforms are Transact and Parmenion.
  • Helping us to draft legal documents such as your Wills, Lasting Powers of Attorney and Trusts is The Will Company.
  • Ensuring our clients get the right accounting and tax advice is Chilli Accounting.
  • Making sure we are fully compliant with the latest rules and regulations as well as best practice is Apricity.

Services Overview

Something for every stage in your life… because financial planning is for life, not just for retirement!

Financial Planning

Achieving your goals with a practical, workable plan

Retirement Planning

Identifying your route to a financially secure retirement

Business Planning

Helping you to start and exit your business successfully

Pension Planning

Consolidating, lowering charges and improving performance

Protection Planning

Protecting you, your family, your wealth and your legacy

NHS Pensions

Expert understanding and analysis of your position

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.
115% Tax Relief

115% Tax Relief

It really is possible to get more money back in tax relief than what you put into a pension.   There are a few ways you can ‘play’ the system and be super tax efficient especially using all the allowances available to you as a family.   Here are a few examples where...

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When To Sell An Investment

When To Sell An Investment

When to sell an investment is just as important as when to buy an investment.   Remember you don’t make or lose anything when you buy an investment. You make a gain or loss when you sell.   Have you seen large rises in the value of your investment in the last year or...

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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

Media

We are proud to feature in…