JH
James Highett
Independent Financial Advisor at Rt Financial Planners
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Work Experience
Independent Financial Advisor
2021 - Present · 4 years
Handelsbanken Wealth Management
Wealth Planner
2019 - 2021 · 2 years
Paraplanner
2018 - 2019 · 1 years
Company Details
2-10 Employees
RT Financial Planners Limited is a successful, forward-thinking firm of Gloucestershire-based, independent financial advisers with offices in Cirencester and Winchcombe. We offer a wide range of financial services, from straightforward ISAs to much more complex and holistic retirement, trust and estate planning. Directly regulated by the FCA we are truly independent and can offer whole-of-market solutions. We are also able to offer Chartered financial advice and Director Jackie Greenwood is a Fellow of the Personal Finance Society. Fellowships are the highest qualification currently available. For an initial, no-cost consultation at one of our offices, please contact us for an appointment to meet one of our highly-qualified advisers.
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Retirement & Financial Planning
HQ Location
Monmouth House 26-28 Thomas Street Cirencester, Gloucestershire GL7 2BN, GB
Keywords
InvestmentsPensionsLife Productsand Mortgages
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