Independent Financial Advice
Robert Bruce Associates (RBA) is a G60 accredited group of independent financial advisers (IFAs) based in Northamptonshire.
Unprecedented customer loyalty
Most of the team have been with RBA IFA for 10–20 years and have proactively contributed to an unprecedented and long-term customer retention rate of 99%.
All RBA Financial Planners undertake Continuous Professional Development in line with the Chartered Insurance Institute Code of Ethics, which is a demonstration of professional commitment to raising standards in the financial advice industry in terms of:
- ethical practice.
As a result, all clients can expect a first-class service that must be:
- of the highest quality
- focused on the customer’s researched needs
- well within his sphere of expertise.
We demonstrate the height of excellence and integrity. Call RBA IFA for specialist advice on retirement planning, pension transfers, annuities and management of annuities, asset and investment management for private clients and organisations, investment and tax planning.
The value of your pension can fall as well as rise, and you may not get back the original amount invested.
The value of investments and the income they produce can go down as well as up, and you may not get back as much as you put in.
Tax treatment varies according to individual circumstances, and is subject to change. The Financial Conduct Authority (FCA) does not regulate taxation advice.
For expert advice on wealth management, investments, tax planning, pension planning, pension release and pension transfers, annuity options and more.