RTFP is able to offer the expertise of highly-qualified investment advisers. We can offer practical, tailor-made advice as your own circumstances change and evolve.  We are experts at helping private clients, trusts and charities create and preserve wealth.

We use a state-of-the-art, back-office system taking live feeds from the major investment and insurance houses, so information is always current. Our advice is based on insight from our in-house research committee and we are always guided by our clear and consistent investment processes.

You should remember that the value of an investment and the income from it could go down and well as up.  The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

The Financial Conduct Authority does not regulate trusts, nor does it regulate estate planning or some forms of tax planning.

Our People

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Jackie Greenwood. FPFS

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A Chartered Financial Planner, Fellow of the Personal Finance Society and one of the Directors of RT Financial Planners, I have worked as an IFA in Cirencester since 1998.  Prior to that I worked both at Prudential and NatWest. I provide a comprehensive level of advice to my clients, with experience and advanced qualifications across a wide spectrum of financial services and particularly specialising in pensions, retirement, investments and tax planning.

I live with my partner in Bristol.  Foreign travel is one of our favourite things, which we do as often as time allows.  I also very much enjoy cooking and socialising and am a keen sports fan - cricket in particular (watching, rather than partaking, I should add!) 


Simon Fell. DipPFS Chartered MCSI

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I have been involved in financial services for nearly 20 years, including advising, working as a Discretionary Investment Manager and various other technical roles, although my particular area of expertise is investments.  I started working for RTFP in October 2017 and although my role as Operations Director is wide-ranging my particular focus is on helping to run the business to ensure the best outcomes for staff and clients.  I’m a chartered member of the CISI and hold a degree in financial services as well as diplomas in financial planning and  investment advice.

 When not working I am a keen gardener, outdoorsman and sportsman.  I am also the Treasurer of my local fishing club, which has over a hundred members and access to some of the best fishing in the area, so if you fancy a day’s fishing let me know!

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Hazel Hill

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I am the Accounts Manager, I joined the company in 2003  and I am based in the Cirencester office. My main responsibilities are the accounts, payroll and fees for the IFAs. I also carry out some support for the IFAs, looking after clients both on the phone and when they attend meetings in our office.

I have lived in Cirencester for 42 years and have a grown up family of two boys (sorry - I mean men!)  My husband and I like to socialise with family and friends and cycle on summer evenings and at weekends.


Gemma Saunders

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I joined RTFP in 2019 as an administrator and am based in the Cirencester office. I carry out general administration from sorting the post to typing adviser dictations, helping with keeping back office data up to date and aiding other members of staff where needed.

I am a keen cook and enjoy spending time in my kitchen, with the best part being I get to eat whatever I make! I also love being out in nature and going out in the wilderness with my dog.


Charles Homer. DipPFS

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I joined RT financial Planners at the beginning of 2020 and worked in an advisory role at my previous employers. Having been in the industry since 2016 I now hold the Diploma in Regulated Financial Planning qualification along with specialist qualifications in mortgage, equity release and long-term care. I pride myself on providing holistic financial advice ensuring the clients objectives and financial needs are at the forefront of any financial planning recommendations. 

I reside in Cheltenham and work between the Winchcombe and Cirencester offices.  Other than socialising with friends and family in my spare time, I also continue my personal studies and am currently working towards becoming a Chartered Financial Planner.

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Mel Stones

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I have worked at RT Financial Planners in the Cirencester office since 2006. I work closely with all the IFAs but especially Jackie Greenwood, and I provide all manner of support that varies from day to day as may be needed. 

I basically do my best to ensure that things run smoothly for our clients, resolving any queries or problems as they arise.  Much of my time is spent on day to day client support and maintaining portfolios, updating valuations and funds being altered or invested as necessary. 

I am a busy working mum with two boys; we are lucky in that we live on a farm with a fishing lake and lots of other outdoor activities.  When time permits I love to read, travel and walk.


Morwenna Trenchard

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Since joining RTFP in January 2018 as an administrator I have been involved in several projects, including a longer-term assignment dealing with the data that sits behind our back office system.  Although based in Cirencester I work closely with our Winchcombe office and offer general admin assistance across the board.

Outside work my partner and I enjoy tending our garden and are currently wondering at what point our dramatic, Black Magic sunflowers will actually stop growing.  I also like making things and bookbinding while listening to podcasts.


Matthew Errington

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I joined RTFP in August 2019 as an Administrator at our Winchcombe office. 

Previous to this I worked for Yorkshire Building Society for nearly 18 years until I was made redundant. I then took this opportunity to travel around America.

I meet and greet clients who come into the office and provide admin support to our directors including valuations.

In my spare time I enjoy playing football and watching sport. I also a member at the Cheltenham Racecourse.