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RBS Financial Advice Service
RBS Financial Advice is our expert planning service that helps you take control of your financial future. We will work with you to assess what your financial position is now and where you want be. Only once we understand this will our advisers create a set of clear recommendations to help you achieve your objectives.
About our service
Our recommendations draw only on proven products from established providers.
Our Advice Journey
Our advice team will take you through a multi stage advice journey to ensure we truly understand your needs and circumstances.
What we advise on
We have created an advice service that is broad and flexible – to address your changing requirements.
An initial consultation is free. To take advantage of the full service you will pay for our services on the basis of, an adviser charge, fee, commission or a combination.
We will discuss your payment options with you before you take forward the service and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid.
Our aim is to provide you solutions that are centred on your life. The areas that we cover include;
- Protection - safeguarding your future,
- Investments - getting the right mix for you,
- Retirement - helping you plan to enjoy yourself,
- Tax efficiency - keeping your investments as tax efficient as possible.
Get in Touch
Our fully qualified advisors are here to help, an initial consultation is free. To take advantage of the full service you will pay for our services on the basis of, an adviser charge, fee, commission or a combination.
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To request an appointment Call us on
0800 331 104
Customers with hearing and speech impairments can contact us by Minicom number
0800 015 0870
Lines are open: Monday to Friday 9am-5pm (excl. public holidays). Calls may be recorded