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R P Financial Planning Ltd

Address: 10 Romsey Road, Eastleigh, Hampshire SO50 9AL
Telephone: (023) 8061 4555
Fax: (023) 8061 6558
E-mail: advice@rpfinplan.co.uk
Visit our Web Site: www.rpfinplan.co.uk
Contact: Carolyn Cox, Tracey James

General information

R P Financial Planning is a Financial Planning Consultancy with close links to a medium sized firm of Chartered Accountants. All our advisers have a background in tax in addition to financial planning experience and hold Advanced Financial Planning qualifications. Carolyn Cox is also a Chartered Accountant.

For Individuals

We can advise on investments, pensions and retirement planning (including pension transfers), offshore investments, life insurance and income protection. We have considerable experience of providing advice in connection with divorce settlements both during the negotiation phase and by subsequently preparing and implementing a financial planning strategy. We also have particular expertise in Inheritance Tax planning including the use of Trusts.

For Companies

We can advise on keyman protection, shareholder protection, and group pensions for employees and life insurance schemes, company pensions to include self administered plans for Directors.

We are also able to advise on Trustee investments.

We are completely independent and as a predominantly fee based consultancy; we do not rely on commissions from any investment providers. You can be sure therefore that the advice you are given is completely impartial. We can provide an estimate of the costs involved in relation to a specific transaction if required.

Contact us for an informal discussion to see how we can help.

R P Financial Planning Limited is authorised and regulated by the Financial Services Authority (FSA)

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