RTS Financial Planning
170 Midsummer Boulevard, Milton Keynes MK9 1BP
About Us

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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
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Contact Us
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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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