R T Financial Planners Ltd
RT Financial Planners Limited is a successful, forward-thinking firm of Gloucestershire-based, independent financial advisers with offices in Winchcombe and Cirencester.
We offer a wide range of financial services, from straightforward ISAs to much more complex retirement, trust and estate planning and we have a dedicated mortgage adviser.
Directly regulated by the FCA we are truly independent and can offer whole-of-market solutions.
We are able to offer Chartered financial advice and Director Jackie Greenwood is a Fellow of the Personal Finance Society. Fellowships are the highest qualification currently available.
With over £150 million under management, we are experts at creating and preserving wealth.
We constantly review our services and how we communicate with clients, as well as the services we provide and we welcome comments and feedback.
For an initial, no-cost consultation at one of our offices, please contact us for an appointment to meet one of our highly-qualified advisers.
RT Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority
and is entered on the Financial Services Register under reference 522342.
The FCA does not regulate some forms of mortgage and tax planning.
- Street: Mercia House, High Street
- Postcode: GL54 5LJ
- City: Winchcombe
- State: Gloucestershire
- Country: United Kingdom