Retirement Planning

RJB is committed to providing high quality, fully independent financial advice.

With your help, we will look at the whole picture regarding your retirement planning needs. This will also take into account your other priorities such as repaying any debts including your mortgage.

We also acknowledge that not everyone chooses to save for their retirement via a pension plan, although pensions still remain the most tax efficient way to save.

An example of how we work is that we ask "What standard of living do you want in retirement?"
in preference to "How much do you want to save towards your pension?"

Our commitment to you is that we will only provide recommendations that we would be happy with ourselves or be happy to recommend to our friends and family.

RJB has been built to reflect our personal values. An example of this is that we care about the environment and so the business sources recycled paper and materials in order to preserve the world's natural resources.

RJB Financial Services have looked after me in both a personal and business capacity for over 10 years, now. I find their service straightforward and honest and without the unnecessary flamboyancy associated with many advisers I have met.

Tony Lennon

When I retired RJB sourced my pension and offered advice on investment. Advice was tailored to our needs, concise and delivered in a way that was easy to follow. I have been delighted with the friendly and professional service offered by RJB and the attention to detail. I have recommended them to friends and will continue to do so.

Rod Cook

RJB Financial Services have a knowledge and expertise I am looking for from an independent financial advisor, but most of all I trust their advice.

Ray Sharp

RJB financial services have managed my finances for a number of years and I find Mark Nind very professional and straight forward. I think of Mark more of a friend than an adviser. I hope to continue business with Mark for many more years.

Gerald Fletcher
Proprietor of East Lincs. Seafoods