RDS Financial Planning
Committed to making your hard-earned money work harder for you
Not your average financial advisor
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.
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RDS Financial Planning exists to help you do just that. We’ll work with you to identify what you want out of life and create a plan to get you there.
5 Steps To Build The Lifestyle You Deserve
1
Understanding your needs
It is impossible to be able create a plan for the short, medium and longer term without truly understanding your needs and circumstances, including how much risk you are prepared to take when investing.
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It is essential to understanding what existing arrangements you have in place and if they remain appropriate
2
Researching your requirements
A key part for preparing a plan is to explore all tax allowances, the investments available and the funds where money can be invested, any plans will take into account existing provisions and how the plan will focus on meeting your goals.
3
Recommendations
After completing research to best suit your needs, a full explanation of what and why a recommendation is being made taking into account, timescales, risk approach and how the recommendation compliments existing plans
4
Implementation
Once plans are agreed, we will carry out the transaction and set up the investments taking care of paperwork, speaking to the provider on your behalf and clearly explaining timescales involved
5
Reviewing your plan
The most important part of any plan is to continue to review the progress towards your goals. Tax, personal circumstances and investments can change and in order for plans to remain tailored to you reviews are recommended on an annual basis.
Testimonials
Let's Talk
Contact us today to book a FREE Initial Consultation and we’ll answer your questions.
The value of investments can fall as well as rise. You may get back less than you invested.