RBA Wealth Management - Uttoxeter

jonathan M.

I have been a client of RBA for around 20 years and could not have chosen a better investment company.
Most of those years I have been in the very safe hands of David Booth who has managed my investment portfolio in a very professional manner. He always takes time to give clear and reasoned advice as to how I should consider adding to my investments and this has proved extremely successful during these last turbulent years. There is never any sales pressure just pure investment advice given given in a friendly and professional manner.
I know that my investments are in safe hands and would recommend David and RBA to anyone who needs good honest professional and friendly advice.

Matthew M.

I have been a client of RBA for around 20 years and they have served me very well indeed. For the last few years Sarah van Kouteran has been my consultant at RBA. She is very easy to work with, very well informed, very clear with her explanations and advice, and always goes the extra mile to answer any questions I have whether it be concerning investments, pensions or tax and retirement planning. There is never any sales pressure. I am very pleased with how my investments have panned out and even during the global pandemic I was pleasantly surprised to be still making gains. I would recommend RBA and Sarah without hesitation.

Annie T.

The service RBA provides is exceptional. My family and I have found working with Andrew and Marnie an absolute delight. Not only do they provide excellent financial advice, Marnie has also just helped me to complete on my new home. As a first time buyer I was unsure of the process, or even where to start! Marnie helped me to buy the house providing expert service in such a friendly but professional manner, frankly she made the whole process easy for me! I could not ask for a better service and would highly recommend Marnie and RBA to anybody requiring wealth management. I look forward to many more years with RBA!

Jason B.

I have invested with Andrew Hackney and the team at RBA Wealth Management for over 20 years. Their level of service and professionalism is superb, they have recently guided me through my retirement options with excellent advice. They respond quickly and I genuinely feel that the client relationship is of paramount importance to them. I wouldn't be retired now if it wasn't for the planning and advice I received many years ago from Andrew and their recent work on my behalf.
I can highly recommend the team at RBA.

Kimber B.

Marnie from RBA was recommended to us by a colleague as we were looking for a mortgage advisor and I’m so glad we were as her service has been incredible throughout. She made a very stressful and confusing process so easy.

She has gone above and beyond to help us get the right mortgage under really tricky circumstances as I work under fixed term contracts. Not only this but she worked so hard to get us an incredible rate which we are over the moon about and even worked out of hours for us when we needed a DIP to reserve a plot we had fell in love with.

I would 100% recommend Marnie at RBA and would not go anywhere else as we found our experience with her invaluable!

Ian H.

We have worked with Andrew Hackney from RBA for about 20 years and we wouldn’t be in the secure financial position had it not been for his service, advice and recommendations. He is relaxed, friendly, and above all, trustworthy and honest about what he can and can’t do for you. I trust him implicitly as our financial advisor as he has never steered us wrong and we always seek his views on our financial decisions. The RBA team, as a whole, are excellent, very professional and supportive. I highly recommend RBA Wealth Management.

Jenny

I've been very pleased with all the meetings I have had with Angela at RBA Wealth Management. She listened carefully to the difficulties I had in the past at another firm, was assiduous in ensuring she had all the information she needed and came back to me with advice about the possibilities for my FSAVC. I particularly liked the information she provided about why RBA recommend St James Place investments; especially the close eye that is kept on fund managers and fund performance.
Since switching my FSAVC to the care of RBA and St James Place, I have had regular reviews with information about how my funds are progressing and Angela has made it clear she is always available if I want to ask about anything else. She is very friendly, approachable and I enjoy doing business with her.

Jane F.

Having taken the plunge to move my investment plan to Sarah Van Kouteren at RBA Wealth Management, I can honestly say it was the best decision i have made for many a year! She is totally dedicated and always goes that extra mile to explain things and ensure you are involved with her decisions. I cannot praise her and RBA Wealth Management enough - and the proof of their knowledge and attention to detail is in the results!!!! A 5* Team!!