Directly regulated by the Financial Conduct Authority we are truly independent and can offer comprehensive solutions. We are also able to offer Chartered financial advice and Director Jackie Greenwood is a Fellow of the Personal Finance Society. Fellowships are the highest qualification currently available. The Financial Conduct Authority does not regulate trusts, nor does it regulate estate planning or some forms of tax planning. RTFP is able to offer the expertise of highly-qualified investment advisers. We can offer practical, tailor-made advice as your own circumstances change and evolve. We are experts at helping private clients, trusts and charities create and preserve wealth. We use a state-of-the-art, back-office system taking live feeds from the major investment and insurance houses, so information is always current. Our advice is based on insight from our in-house research committee and we are always guided by our clear and consistent investment processes.
RT Financial Planners Limited is a successful, forward-thinking firm of Gloucestershire-based, independent financial advisers with offices in Cirencester and Winchcombe. We offer a wide range of financial services, from straightforward ISAs to much more complex and holistic retirement, trust and estate planning.
RT Financial Planners Limited is a successful, forward-thinking firm of Gloucestershire-based, independent financial advisers with offices in Cirencester and Winchcombe. We offer a wide range of financial services, from straightforward ISAs to much more complex and holistic retirement, trust and estate planning.
