Rob Simpson
RDS Financial Services
Committed to making your hard-earned money work harder for you
Based in Cleckheaton I am a fully qualified financial adviser who offers financial planning and advice to clients in the UK.
I have always had a passion for financial services and supporting clients to achieve their goals, working with some of the leading financial institutions using professional advice.
I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future.
I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands.
Services
Pensions
With so much to think about, planning for your retirement can be a confusing time. Understanding the level of income you need, the right way to achieve it and how to make it last is not easy. However by seeking the help of a financial adviser you will be able to find answers to the most common questions and challenges you will face in retirement and ensure you have a financial plan in place to make the most of your retirement income. Including: New Switching Drawdown Annuities Consolidation
Checked on
12.12.2023
Protection
Providing full financial advice & planning for complete peace of mind. RDS Financial Planning, we specialise in providing financial advice to individuals, families, trustees & businesses. We truly believe we have created a culture where clients come first and we believe that you will notice the difference. We have a commitment to being transparent and building a long term relationship and believe that this route will stand the test of time.
Checked on
12.12.2023
Mortgages
We can arrange mortgage facilities whether you are buying for the first time, looking to change providers or buying for business purposes for a buy to let property. With access to the whole of market we can ensure that through understanding your requirements the right term, rate and provider can be recommended. As a mortgage is likely to be the biggest expenditure it's critical to secure the right deal for you and could save you significant money or time. Commercial mortgages are on a referr...
Checked on
12.12.2023
Investments
Providing full financial advice & planning for complete peace of mind. RDS Financial Planning, we specialise in providing financial advice to individuals, families, trustees & businesses. We truly believe we have created a culture where clients come first and we believe that you will notice the difference. We have a commitment to being transparent and building a long term relationship and believe that this route will stand the test of time. Including: ISA Investment Bonds General Investment...
Checked on
12.12.2023
Accreditations
FCA
Checked on
12.12.2023
The Financial Services Register
London Institute of Banking & Finance
Checked on
22.01.2024
LIBF Level 4 Diploma for Financial Adviser
The London Institute of Banking & Finance
Checked on
22.01.2024
LIBF Level 6 Pension Fransfers
Insurances
Awaiting confirmation of PII
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Rob Simpson
Adviser contact details
- 01274 243118
- 07552 552253