Have you recently retired or thinking about retiring?
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Why RTS Financial Planning?
We really do financial planning differently! It’s our mission to help you understand the power of proper financial planning to change your life, so you can know you will always have enough.
Totally independent
Transparent fair pricing
One of the most qualified Financial Advisers in the country
Simple financial plan
Sustainable retirement income
Evidence based investing
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Services Overview
We specialise in helping people who are retired or thinking about retiring in the next few years. This allows us to tailor our service and expertise to the unique needs of retirees.
Financial Planning
Pension Planning
Retirement Planning
Protection Planning
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News & Views
Why Selling to “Protect” Your Portfolio Is Often the Worst Move You Can Make
When markets start falling, it feels instinctive to act. You watch the headlines turn negative. Prices drop day after day. Uncertainty rises. And the natural reaction is simple: “I should sell now, sit in cash, and buy back in later when things settle.” On the...
Should You Use Your Pension to Invest in Property? What You Need to Know
There’s a recurring theme among investors as they build wealth: at some point, many begin to question whether their pension is really the best place for their money. Property, with its tangible nature and potential for rental income, often feels more “real” than a...
Is Now Still a Good Time to Transfer a Defined Benefit Pension?
For years, defined benefit (DB) pension transfers have been one of the most debated topics in financial planning. At one point, transfer values reached eye-watering levels, prompting a wave of interest from those considering giving up their guaranteed income in...
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