Financial planning

A financial planner will help solve your current challenges while helping you to achieve your longer-term aspirations.

It’s vital that all your advisers work closely together if you are to maximise your wealth and increase the chances of achieving your goals.

Our financial planning team includes highly-qualified planners who will:

  • Understand your challenges and aspirations
  • Review your existing assets
  • Create a financial plan
  • Review the plan to ensure it remains on track to achieve your objectives
  • Work closely with your other professional advisers

Financial planning services are provided by RPG Chartered Financial Planners. You can find more details about their services by clicking here.

RPG Chartered Financial Planners is a trading style of RPG Consulting Ltd. RPG Consulting Ltd is authorised and regulated by The Financial Conduct Authority (FCA). Firm Reference Number (FRN): 190539.

RPG Consulting Ltd subscribes to the Financial Ombudsman Service (FOS). The FOS is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at:

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