Tell me moreInvestment options
Expert advice
Help and guides
Why financial planning?
Take care of your future with our help
At RBS, we help many of our customers to build a better financial future for themselves and their families. Let us help you put your finances in order.
Help where you need it
If you already know what your financial goals are, it’s a good idea to make plans for them. But with so many decisions to make, you need qualified professional help to understand how to make them.
Our Financial Planning Managers are there to support your decision-making. They’ll help you to get to grips with your financial goals and show you how you can go about making them a reality.
The time to act is now
It’s no use just talking about your financial future, you have to take some action to make sure it happens. Generally, the longer you save for, the more you’ll have. So if you’re planning for your retirement, a nest egg for your children or grandchildren or protecting yourself and your family, there’s no time like the present to get things started.
We can give you advice about:
- Protecting you and your family
- Investing for your future
- Planning your retirement
- Planning your child’s future
- Dealing with a change in circumstances
It’s simple really. If you don’t plan for your future, you’ll never know when you’ll get there. Planning ahead is fundamental to everything we do, from getting married to going to the supermarket. Financial planning is no different.
There are a number of reasons why you might want to make some financial plans:
- Build a better future – it’s a nice feeling to know you have some money put aside. You might want to use it to pay off your mortgage early or just enjoy a better standard of living.
- Providing for your family – it’s only natural that you’ll want the best for your children. So you might want to plan for their university fees, their first car or even a special day. You’ll also want to make sure they’ll be provided for if the worst should happen.
- When you retire – giving up work means you’ll have more time to enjoy yourself. You might want to travel the world or spend more time with your family. However you plan to spend your retirement, having enough money can make all the difference. If you start putting a little more away now – you can look forward to the future you deserve.
There are many more reasons why you may need some financial advice. You might want to plan for something special, pay off your mortgage or be reassured about your financial future. If you’ve inherited some money, you might need some advice on the best place to invest it.
Whatever your reasons, our Financial Planning Managers will give you the advice you need.
RBS has more than 300 qualified Financial Planning Managers. They’re based in our branches across the UK and provide advice to thousands of RBS customers every year.
What to expect
When you deal with an RBS Financial Planning Manager, you can expect:
- Professionalism – our staff are fully qualified and are there to help you
- Honesty – we don’t recommend products unless we are certain they’re right for you
- Openness – we’ll give you a written explanation of the reasons for our recommendations
- No hard selling – our no-obligation review of your financial aims and needs is completely free
Our financial services partner
In addition to offering RBS products, we also recommend products from Aviva. We chose Aviva as our financial services partner because of their:
- Size – they’re the world’s fifth-largest insurance group and the largest insurance services provider in the UK
- Product range – through Aviva we have access to a wide range of products including life and critical illness cover, regular savings, lump sum investments and pension plans
- Trust – They’ve been helping people in the UK with their investment, retirement and protection needs for over 200 years
- Please also read our website terms and conditions which cover your use of this website