RTS Financial Planning Financial Service in Milton Keynes

Reviews

1. Lisa Evans ★★★★★

   Carl was recommended to me by a good friend whose opinion I respect and has used Carl for her financial advice for many years. Carl arranged to see us at home to discuss various options for us around our various Private & corporate Pensions. The options were discussed in detail with different scenarios explored. Carl explained the Pension system very well & and and additional information was emailed to us straight away as promised. I would have no hesitation in recommending Carl for anyone wanting solid financial planning, advice and support.

   almost 9 months ago
2. 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.

   almost 3 years ago
3. 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.

   almost 3 years ago

1. 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.

   almost 4 years ago
2. 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.

   almost 5 years ago
3. 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

   more 6 years ago

1. 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.

   more 7 years ago

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