Clients

Active Portfolio Management

With over £100 million under management, we are experts at creating and preserving wealth.

We constantly review our services and how we communicate with clients, as well as the services we provide and we welcome comments and feedback. 

We publish a regular newsletter, which can be sent electronically or by post and we offer everyone the chance to complete a client questionnaire to help us better understand and improve our service on an ongoing basis.

If you would like to hear more about becoming a client of RT Financial Planners please contact your nearest office: Cirencester on 01285 886111 or Winchcombe on 01242 604066, or complete the details on the contact page and we will call when it is convenient, or email you if you prefer.