We are team of 14 at RPUK with over 30 years of experience providing practical financial planning advice to people, families and businesses. Based in Stone but servicing far and wide.
We provide advice across a wide range of services including mortgages, savings, investments, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At RPUK, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
How we work
We provide an initial, no obligation consultation at our expense. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you.
We offer consultations face to face, via telephone or zoom meetings.
See how we can help
Call us for a friendly chat on 01785 817377 or email: kate@retirementplanninguk.co.uk