R T Financial Planners

Based in the heart of the Cotswolds, RT Financial Planners is an esteemed firm of financial advisers dedicated to providing you with fully independent financial and investment advice. With a strong commitment to finding the best solutions tailored to your unique circumstances, our team of specialists work collaboratively to deliver unparalleled expertise and knowledge. Our services extend beyond Cirencester, covering various areas of Gloucestershire, Wiltshire, and beyond.

Who We Are: Fully Independent Financial Advisers

As fully independent financial advisers, we pride ourselves on our ability to research and advise on the entire spectrum of the market. With no obligation to any single provider or investment solution, we are at liberty to explore every available option and design tailor-made solutions that cater to your distinct requirements. At RT Financial Planners, we prioritise building long-term partnerships with our clients, providing tailored advice that addresses all their concerns and investment attitudes.

What We Do: Comprehensive Financial Services

Our full financial planning service is meticulously designed to help you understand your priorities and aspirations in terms of what is realistically achievable. We offer expert advice on a wide range of financial areas, including:

• Retirement planning: We help you navigate the complexities of retirement planning and ensure that your post-work years are financially secure and comfortable.
• Investment planning: Our team provides advice on the finest investment opportunities available, ensuring that your wealth grows in a manner that aligns with your risk tolerance and financial objectives.
• Inheritance tax and trust planning: We offer guidance on inheritance tax and trust planning, enabling you to protect your assets and provide for future generations.
• Protection and long-term care planning: We offer a variety of protection and long-term care planning solutions, safeguarding your financial well-being in the event of unforeseen circumstances.

Why Choose Us: Long-Term Partnerships and Excellence

At RT Financial Planners, our core values are centred around our clients' best interests. Our team consistently strives for excellence, and should you identify an area where we could have done better, we wholeheartedly welcome constructive feedback. We are committed to resolving any issues that arise, ensuring that our clients receive the highest standard of service possible.

In the event of unresolved complaints, you may contact the Financial Ombudsman Service. The Financial Ombudsman Service is a free and impartial dispute resolution service for resolving complaints between consumers and financial services businesses. For more information, please visit their website at www.financial-ombudsman.org.uk.

Our Cirencester Office

Should you wish to visit our Cirencester office, you can find us at RT Financial Planners Ltd, Head Office, Monmouth House, 26-28 Thomas Street, Cirencester, Gloucestershire, GL7 2BD. Our contact details are as follows:

T: 01285 886111

E: enquiries@rtfp.co.uk

RT Financial Planners Ltd is an appointed representative of Best Practice Group IFA Ltd, which is authorised and regulated by the Financial Conduct Authority, registration number 1009143 and is entered on the Financial Services Register under reference 522342. This site is intended for UK consumers only.