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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.

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.

rob Simpson
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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.

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.

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BOOK YOUR FREE INITIAL CONSULTATION TODAY

Testimonials

‘I reached out to Rob when looking for impartial financial advice for investments. I was completely new to investments and how finance worked. Rob explained everything clearly and encouraged me to ask as many questions as I needed. He is friendly and informative and keeps me up to date with next steps. He has given me some really great advice and I am so grateful for all his help. I would highly recommend talking to Rob and have recommended him to my friends and family.’

Caitlin, Wakefield

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. 

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