Regulatory and Company Information

Regulatory Information

RTS Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.

Please note the following services are not regulated by the FCA:

  • Lifetime cash flow.
  • Wealth protection such as Wills, Trusts, Advance Directives, Funeral Plans, Probate and Lasting Powers of Attorney.

Company Information

RTS Financial Planning Limited
Registered office and correspondence address: The Pinnacle, 170 Midsummer Boulevard, Milton Keynes, MK9 1BP.
Tel: 01908 592544
Company registration number: 10619163
Registered in England.

Carl Roberts

Karen Roberts

Online Dispute Resolution Platform

You have right of access to the Online Dispute Resolution (ODR) platform which can be found here

The Financial Ombudsman Service

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit


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


We are proud to feature in…