R B S Associates

Welcome to RBS Associates, Independent Financial Advisers in Marlow, Buckinghamshire. At RBS Associates, we pride ourselves on building long-lasting and trusting relationships with our clients. We understand the importance of taking the time to fully understand each client's financial needs, aims, and objectives. This allows us to provide personalized advice and guidance, tailored to their individual circumstances.

Our Services

As Independent Financial Advisers, we offer a wide range of services designed to help our clients achieve their financial goals. Whether you're looking to plan for retirement, purchase a new home, or simply ensure you're adequately protected against unexpected events, we're here to help.

Wealth Management

Wealth, just like your health, must be carefully preserved. We can help you protect your assets against the potential threats of erosion by taxation, the effects of inflation, and investment risks. We believe that a risk aversion strategy is a reasonable and prudent approach for anyone who is sure that they already have ample provision for themselves and their family into the future.

Business Insurance

All businesses are exposed to risks in their day-to-day operations. Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably. We can help you identify and manage the risks associated with your business, providing peace of mind and protection for your investments.

Equity Release

Equity release is typically available to people who are over the age of 55 and have their own home with a significant amount of equity, but don't have enough money or income for their needs. By releasing equity in the form of a lifetime mortgage or home reversion plan, it enables the individual(s) to remain in their home and raise money for things such as home improvements, debt consolidation, or even a well-deserved break.

Financial Planning

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. We'll work with you to make informed decisions about your financial future, short, medium, and long term. Whether you're looking to plan for retirement, purchase a new home, or simply ensure you're adequately protected against unexpected events, we're here to help.

Health Insurance

Health insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family. We can help you find the right health insurance policy to give you peace of mind and protect your financial well-being.

Life Assurance

The main purpose of life assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners. We can help you find the right life assurance policy to give your loved ones financial security.

Mortgages

Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out a loan, the lender charges interest: the same is true of a mortgage. We can help you navigate the complex world of mortgages and find the right loan for your needs.

Pensions

When you retire, you still need food and shelter as an absolute minimum, but of course, you'll want to maintain the lifestyle to which you have become accustomed. We can help you plan for retirement and ensure you have a secure income for the rest of your life.

Savings & Investments

It's less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect for people who don't want to take any risks with their money, and most savings accounts have easy access or are for a fixed term. We can help you make informed decisions about your savings and investments.

Taxation

Taxation can be very complicated and the rules, reliefs, and allowances often change. We can help you navigate the complexities of taxation and ensure you're taking advantage of the most efficient tax planning strategies.

Our Team

At RBS Associates, we pride ourselves on building long-lasting and trusting relationships with our clients. Our team of experienced financial professionals are dedicated to providing personalized advice and guidance, tailored to each client's individual circumstances. We're committed to helping our clients achieve their financial goals and providing peace of mind and protection for their investments.