RDS Financial Planning
Initial consultation free
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
We help you do just that through creating a plan and reviewing the progress
We can advise you on
Clients
helped
281helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Rob Simpson
Financial Adviser
What our clients say
d
David
Rob came to my house for every appointment . He reviewed my current pension plans, obtained all the info required directly from the pension providers and made all the arrangements for my lump sum to...
j
John
"After trying one company of financial advisers who seemed very slow and inefficient at dealing with my request to transfer and manage my pension for me, I gave up and found RDS Financial Planning,...
k
Kath
I contacted Rob about merging my pensions into one pot. He did it successfully and very professionally. I would definitely recommend him if any friends or family were to ask for a financial advisor.
c
Caitlin
I reached out to Rob when looking for impartial financial advice for investments. I was completely new to investments and how finance worked. Rob explained everything clearly and encouraged me to ask...
e
Edwin
'Rob has delivered brilliant service from explaining the in's and out's of the investments, making clear who the relevant stakeholders are and the extent of their involvement, and also providing key...
l
Lisa
Rob was so helpful with sorting out our pensions. He kept us informed and made sure we understood everything that he was doing. He spoke through various options and helped us decide the right...
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