The first consultation is FREE and it could save you thousands of pounds
The aim is to build long term client relationships and understand their aspirations, to appreciate their concerns, sensitivities and risk tolerances and to provide a bespoke solution designed to achieve their goals.
Financial planning is not an exact science and circumstances change. For this reason, the relationship is ongoing, with regular client contact and review meetings to ensure that plans remain relevant and on track.
The role of RAFP is both that of financial planner and long term relationship manager these are our specialities. However, we also recognise the expertise of other professionals too:-
All of these services are outsourced, enabling RAFP to concentrate on what we do best client relationship management.
The financial world is complex and the array of investment products and funds are bewildering for all but the most experienced. Working with RAFP, enables clients to gain peace of mind and have confidence in their investment decisions by leaving the jargon behind and delivering understandable solutions.