About us
Making informed financial decisions starts with the right support. That’s what we’re here for.
What do we do?
For us, financial planning is about more than managing money – it’s about helping you live the life you want while protecting what’s important, such as your family, assets, and future security.
From retirement planning and investment strategies to tax optimisation and wealth protection, our services revolve around your unique needs, keeping you on track to secure the future you envision.
We also offer advice on school fees planning, equity release, and lasting powers of attorney, helping you feel prepared for every stage of life. By working closely with you, we’ll create a strategy that adapts as your needs evolve, offering ongoing support whenever you need it.
Who are we?
For over 25 years, RWS Financial Planning has been guiding individuals towards their financial goals through bespoke, expert advice. Led by Richard, a highly experienced financial planner, our firm takes a hands-on approach to understanding your priorities and providing the consistent support necessary for long-term success.
The trust we’ve built with our clients has led to many long-lasting relationships, and we’re always eager to extend that same level of care to new clients as they embark on their financial journey with us.
Why choose us?
A strong financial strategy begins with the right planner – someone who listens, understands your objectives, and puts your needs first.
As a small, dedicated team, we invest the time to understand what’s important to you, so that we can create a financial strategy that aligns with your values and aspirations. We then build a plan that evolves with your life and continues to reflect your goals, both now and in the years ahead.