Have you recently retired or thinking about retiring?
Let us help you live life without money worries.
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
Media
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
Client Reviews
Not ready to meet yet but would like to be kept in the loop?
Download our free '10-Minute Retirement Plan' and subscribe to our email newsletter.
News & Views
How To Read Budget 2026
The key changes to pensions, ISAs, personal taxation, investments and business owners — and what you should consider doing about them. The Chancellor, John Healey, delivered the Autumn Budget on 28 October 2026, announcing a mixture of tax increases, changes to...
How to Make Sure Your Retirement Savings Keep Up With The Real Cost Of Living
When planning for retirement, most people focus on how much money they need to accumulate. But there's another equally important question: how much will it actually cost to maintain the lifestyle you want in 10, 20 or even 30 years? Inflation is one of the biggest...
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...
Awards
Memberships
Supporting
