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Investments & Pensions

Independent financial advice is provided by RNS Financial Services Limited. This is our own in-house financial services company and allows us to offer a complete financial service to our clients.

The wealth of experience of our specialist staff will ensure that your own specific financial situation and requirements are catered for.

We specialise in providing independent financial advice in the following areas:

Investments

• Lump sum investments for income and/or growth
• Regular savings plans
• Equities, investment trusts and government stock in association with our stockbrokers
• Unit trusts, ISAs and PEPs
• Second hand endowment policies in association with market makers
• School fees planning
• Bank, building society accounts and national savings products

Pensions

• Personal pension policies
• Stakeholder pensions
• Executive pension schemes
• SIPPs and SSASs

Retirement planning

• The open market option
• Phased retirement
• Income draw down

Pension transfers

• Looking at the various options and advising accordingly
• Transfers to a Section 32 buy out plan
• Transfers to a personal pension policy
• Pension splitting on divorce

Protection policies

• Keyman and share protection
• Term assurance
• Critical illness cover
• Income protection
• Whole of life

We are delighted to meet with new clients and an initial meeting with one of our specialist advisers will usually be given free of charge.

RNS Financial Services Limited is authorised and regulated by the Financial Services Authority to carry out investment business. Anyone wishing to confirm this can use the FSA's firm check service at www.fsa.gov.uk/register.

Require more information?

If you would like more information or would like to ask us a question then call us on 01724 842713.
To ask us a question online click here.