About

About

RT Financial Planners

Who we are

RT Financial Planners was founded in 2004 to provide high quality financial and investment advice to private clients, trusts and charities. 

Our highly qualified team are able to offer chartered financial advice to clients across the country. With offices in Cirencester many of our clients are based locally in Gloucestershire and the Cotswolds. 

Our aim is to provide practical tailor made financial solutions, focused on you, that reflect your circumstances both now and as they evolve. 

As independent advisers not affiliated with any larger companies, we provide truly independent advice based on our research of the whole market for bespoke services which meet your needs.

Our client-centric approach enables us to build long term relationships with our clients built on mutual trust and respect. 

Meet

Our Team

Qualifications. Experience. Support

Jackie Greenwood

Director
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Bio

Chartered Financial Planner, Fellow of the Personal Finance Society, founder of the company and one of the Directors of RT Financial Planners, Jackie is highly qualified and hugely experienced.

Having previously worked for the Prudential and NatWest, Jackie has worked as an Independent Financial Adviser since 1998.

Jackie’s experience and advanced level qualifications allow her to specialise in pensions, retirement, investments and tax planning, providing comprehensive advice to all her clients.

In addition, Jackie is responsible for the regulatory roles within the company as well as helping run the business.

j.greenwood@rtfp.co.uk

Simon Fell

Operations Director
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Bio

Holding a degree in financial services, diplomas in financial planning and investment advice and as a chartered member of the CISI, Simon is an investment specialist.

Simon has spent nearly 20 years  in financial services both as a Discretionary Investment Manager as well as other technical roles. He brings a wealth of investment experience to the company and supports the advisers in key aspects of their business and investment research.  

Simon joined the company in 2017. As Operations Director for RT Financial Planners he has a wide ranging brief running the business, with a particular focus on ensuring the best outcomes for clients and staff.

s.fell@rtfp.co.uk

James Highett

Financial Adviser
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James joined RT Financial Planners in 2021 as a qualified adviser having had 11 years’ experience in the Financial Services industry.

James originally trained as a certified accountant at a top 10 international accountancy firm before working with private individuals to help them with their financial goals and ambitions. James can advise on all aspects of your finances and work with you to build a long-term, sustainable and robust financial plan.

In his spare time James enjoys following Gloucester rugby club, exploring the countryside with a pub somewhere along the way(!) and good conversation over dinners with friends and family.

J.highett@rtfp.co.uk

Shoumilli Roy

Administrator
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Bio

Hazel Hill

Accounts Manager
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Bio

Hazel has been with RT Financial Planners since the beginning and plays an important role in overseeing the day-to-day finances of the company.

As Accounts Manager, Hazel is responsible for the accounts, payroll and fees. In addition, she supports the Financial Advisers in looking after their clients both on the phone and in-person at the office.

h.hill@rtfp.co.uk 

Melanie Stones

Administration
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Working with the firm for over 15 years, Mel deals with all aspects of client administration, internal staff training and supporting our advisers.

Mel works closely with all the advisers and in particular Jackie to provide client support, maintain portfolios, update valuations and funds as necessary. 

m.stones@rtfp.co.uk

Kylie Brewer

Para Planner
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Kylie works for RT as a Paraplanner. Having spent over 7 years in retail banking, Kylie has a strong customer service and administration background.

She took her career path into her own hands by completing a Diploma in Financial planning (while raising two small children) and will be using this knowledge and her extensive experience of financial services to support the Directors and Financial Advisors through the client journey, from report writing to valuations and everything in between!

k.brewer@rtfp.co.uk

Matthew Errington

Administration
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Matthew deals with all aspects of client administration and support of the directors and advisers.

He joined RT Financial Planners in 2019 as an Administrator, having spent nearly 18 years with the Yorkshire Building Society.

m.errington@rtfp.co.uk

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