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Our Services

We offer a full holistic review service, where we discuss your ambitions and future requirements.

This will usually involve us analysing your existing provision and providing a detailed report for discussion. With with your agreement we would then make specific recommendations for your consdieration.

We can also offer a focused review service if you have identified a specific area where you would like help. Perhaps retirement plans or options or perhaps Inheritance Tax mitigation, or Long Term Care.

We will always ensure that you are using your tax allowances in the most efficient and practical way.

Investment Planning

Retirement Options and Pension Planning

Later Life Planning

Equity Release

Inheritance Tax Planning

Taxation

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RB Financial is a trading name of Bob Barnett Limited which 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

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.