RTS Financial Planning - Milton Keynes

Mark G

Having decided I needed to review my financial position and planning, I conducted some research on local financial advisors. I approached RTS due to its breadth of service as well as personal approach. Carl provided a thorough review of my financial position, plans and ambitions for the future, providing a set of comprehensive reports and recommendations supported by detailed yet clear financial modelling. These presentations have enabled me to plan for short, medium and long term with both confidence and assurance.

David Rudd

RTS have been managing my pension plans for the past 3 years. In that time Carl and his team have consolidated all of my pensions into one location that has performed extremely well. Until that time I had no idea about my financial position and how healthy or unhealthy I might be to enter retirement. I know that I am not alone when it comes to this. Their expert help and advice has been exceptional. I would have no hesitation in recommending them for your financial planning irrespective of age and maybe more importantly when you are younger to ensure that you are in a strong financial position when you need it!.

David Rudd

Jennifer Tuck

Carl has been dealing with my finances for a few years now and I have always been more than pleased with his reliable and clear advice. It is very reassuring and comforting for me to know that Carl is there to advise me regarding my pension in such a competent and friendly way. I would definitely recommend him.

Tim Robinson

Clear. Thorough. Detailed. Trustworthy. Recommended by a good friend of mine. And in turn I would happily recommend Carl. So pleased I found someone who can answer all my questions! Carl has pulled lots of pensions together for me, with clear information about old and suggested new pensions, so I can make good choices.

Christopher Lee

I dealt directly with Carl Roberts who is the Managing Director of RTS Financial Planning about the transfer of a Defined Benefit pension from a bank that I have worked for in the past with the proceeds going into a SIPP arrangement. This is a relatively complex & specialist transaction. Initially Carl took time out to consider the overall viability of this transfer analysing a good deal of information that I had sent him about my personal & family situation to see if this transfer was potentially in my best interests or not. Following completion of that process he agreed that the proposed transfer had considerable merit and then referred me to a reputable specialist pension transfer company called Pensionhelp who RTS Financial Planning have a relationship with and who specialise in defined benefit pension transfers.

Pensionhelp then conducted an extensive review of my personal & financial situation before agreeing that the transfer was in my best interests. The transfer occurred recently with the proceeds from the pension now being held in a SIPP with an investment platform that I am happy & comfortable with.

Additionally I asked Carl from RTS to cast a critical eye over the investments I had chosen to populate the SIPP & he highlighted the pros & cons of the chosen funds which has helped me to better understand the potential upsides & downsides of my chosen investments.

Overall I am delighted by the quality of service that Carl has provided to me all at a reasonable, value for money fee. During the whole course of the pension transfer (which took a while to complete due to the complexity of this type of transaction) Carl has been totally professional,
courteous & supportive of me during this sometimes stressful time. In my experience Carl is very relationship driven, taking time out to get to know and understand your circumstances & needs & wants to achieve the best outcomes for you as his client. I have no hesitation in wholeheartedly recommending Carl & RTS Financial Consultants to others & I will certainly use their services again in the future as the need arises.

Angela Whelan

I was looking for advice regarding pension and retirement options and had concerns regarding my pension calculations. Carl spent time explaining how final salary, pension shares etc all factor in and assessed my current position. I felt reassured and confident of my position by the end of the session. Cannot recommend highly enough.

Phil Anelay

Karl responded quickly to my request for help with a financial issue. He spent a long time listening and offered excellent advice even though he wasn't being paid. Because of his caring and helpful attitude during our conversation, I will definitely be returning to him for investment advice in the future.

Malcolm [email protected]

A really friendly service, Carl listened to what we were trying to achieve and gave us some clear options for us to consider. Always a speedy and helpful response to my questions, looking forward to developing the financial plan we have now started to achieve our retirement goals. Would highly recommend RTS Financial planning.