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About

Hi I’m Rob Simpson, nice to meet you!

RDS Financial Planning

DipFa, CeMAP, CertRBCB, PETR

Based in Cleckheaton I am a fully qualified financial adviser who offers Independent financial planning advice to clients in the UK.

 

I have always had a passion for financial services and supporting clients to achieve their goals, working with some of the leading financial institutions using professional advice.

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I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future.

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I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands.

Local Financial Advice

Tailored specifically for you.

  • INVESTMENT PLANNING

  • TAX EFFICIENT INVESTING

  • PLANNING FOR SCHOOL FEES

  • RETIREMENT PLANNING

  • PROTECTING YOUR LOVED ONES

  • PROTECTING YOUR PROPERTY

  • INHERITANCE TAX PLANNING

  • MORTGAGE SOLUTIONS

INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU COULD GET BACK LESS THAN YOU ORIGINALLY INVESTED,

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To learn more about how we can help please contact us

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