About the Business
I hold a Full Diploma in Financial Planning and additional certificates in long term care and equity release, to support clients in later life. Additionally, I hold an Advanced Pension qualification, and am a regulator certified Pension Transfer Specialist, which enables me to analyse benefits provided under previous final salary schemes, and undertake transfer where appropriate. With Pension rules changing I am finding there are considerable situations where we can benefit clients from shaping their income in retirement to their requirements, providing better security for higher earners, and better value for their family.
RB Financial was established in 2009 and as a small firm we pride ourselves on providing an objective, professional and efficient service that is delivered with a personal touch. We are based in Horsham, West Sussex and work with individuals, trustees and businesses to help them manage, protect and increase their wealth.
Location & Hours
12 Walton Drive
