What makes us different?

We focus on your goals and objectives and treat you as an individual. Many of our clients have been with us long term and are pleased to recommend us.

Our Services

We offer a full holistic planning review to cover long term goals or a more focussed service to meet specific requirements.

Contact us

You can contact us by post, email or phone.

Email us

Welcome

My name is Bob Barnett. I have been an Independent Financial Adviser since 1998 and have worked in financial services for more years that I care to admit. I hold the Full Diploma in Financial Planning as well as certificates in  long term care and equity release.

In addition, I hold AF3, which is an Advanced Pension qualification, which reflects understanding of complex Pension issues.

I started RB Financial in 2009 and am supported by my partner Maggie, who has many years experience in IFA administration and research. 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. We advise on all aspects of personal and business financial planning, including Inheritance Tax mitigation, investments and savings, pensions and retirement planning, long term care planning and equity release.

Just click on any of the tabs at the side, to access these sections or contact us now for more information.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Bob Barnett Limited, trading as RB Financial, is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 498568

Registered in England, No. 07417963 Registered Office: 12 Walton Drive, Horsham, West Sussex, RH13 6RQ

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

RB Financial, Independent Financial Adviser, Life assurance, Pensions, Mortgages, Corporate, Tax planning, director benefits, employee benefits, benefit trusts, death-in-service benefits, long-term disability insurance, private medical insurance, Keyman insurance, shareholder insurance.