RTS Financial Planning
About the Business
RTS Financial Planning is a trusted and reputable financial planning institution located in the heart of Milton Keynes, United Kingdom. Known for its exceptional knowledge and expertise in the field of financial planning, RTS Financial Planning has established itself as a key player in the finance industry.
With its prime location at The Pinnacle, 170 Midsummer Blvd, RTS Financial Planning offers a wide range of financial solutions to individuals and businesses alike. Whether it's planning for retirement, managing investments or protecting assets, their team of experienced and qualified financial advisors are committed to providing you with personalized recommendations that meet your specific needs.
At RTS Financial Planning, they understand that each individual's financial situation is unique, and therefore requires a tailored approach. Their team works closely with each client to understand their financial goals and objectives, and develop a customized plan to help them achieve their desired results. This personalized approach has helped many clients to achieve financial success and peace of mind.
As a point of interest, RTS Financial Planning offers regular workshops and seminars on financial planning topics such as retirement planning, estate planning, and investment management. These events are an excellent opportunity for individuals to learn from experts in the field and gain valuable insights into their financial future.
In summary, RTS Financial Planning is a leading financial planning institution in Milton Keynes that offers a range of financial solutions to individuals and businesses. With its personalized approach, experienced team of advisors and commitment to excellence, RTS Financial Planning is an institution that you can trust to help you achieve your financial goals.
Location & Phone number
The Pinnacle, 170 Midsummer Blvd, Milton Keynes MK9 1BP, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Karl responded quickly to my request for help with a financial issue. He spent a long time listening and offered excellent advice even though he wasn't being paid. Because of his caring and helpful attitude during our conversation, I will definitely be returning to him for investment advice in the future."
"I was looking for advice regarding pension and retirement options and had concerns regarding my pension calculations. Carl spent time explaining how final salary, pension shares etc all factor in and assessed my current position. I felt reassured and confident of my position by the end of the session. Cannot recommend highly enough."
"Clear. Thorough. Detailed. Trustworthy. Recommended by a good friend of mine. And in turn I would happily recommend Carl. So pleased I found someone who can answer all my questions! Carl has pulled lots of pensions together for me, with clear information about old and suggested new pensions, so I can make good choices."
"RTS have been managing my pension plans for the past 3 years. In that time Carl and his team have consolidated all of my pensions into one location that has performed extremely well. Until that time I had no idea about my financial position and how healthy or unhealthy I might be to enter retirement. I know that I am not alone when it comes to this. Their expert help and advice has been exceptional. I would have no hesitation in recommending them for your financial planning irrespective of age and maybe more importantly when you are younger to ensure that you are in a strong financial position when you need it!. David Rudd"
"Carl has been dealing with my finances for a few years now and I have always been more than pleased with his reliable and clear advice. It is very reassuring and comforting for me to know that Carl is there to advise me regarding my pension in such a competent and friendly way. I would definitely recommend him."
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