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About

Hi I’m Rob Simpson, nice to meet you!

RDS Financial Planning

DipFa, CertRBCB

Based in Cleckheaton I am a 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 in achieving their goals, 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​

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE SCHOOL FEE PLANNING, ESTATE PLANNING, AND INHERITANCE TAX PLANNING.

To learn more about how I can help please contact me

You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

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