IFA Farnham, Independent Financial Adviser Farnham

Welcome to RDS Financial

As Independent Financial Advisers we work for you, the client. We are not obligated or contracted by any of the companies who would seek to offer you Financial Policies or Products.

Our aim is to provide you with sufficient information, to enable you to make infomed decisions in all areas of financial planning.

Successful Financial Planning relies as much upon opinion and feeling as it does upon fact. As a result, financial decisions are often complicated, not only by the range and complexity of the options and plans available, but also, by the need to balance the needs of today with the often "potential" needs of the future.

In our experience, most people prefer to be able to consider any financial advice which may be offered to them in their own time. As a result, where possible, any advice we provide is conferred confidentialy in writing.

Life Assurance

Critical Illness options available with most of the above.
Advice and arrangements for individuals and
corporate bodies.

Health Insurance

Private Health Insurance
Permanent Health Insurance
- (Sick Pay - Income Continuance)
Mortgage Protection Insurances
- Sickness and Redundancy
Critical Illness Cover

Advice and plans available to suit both Individual
and Corporate requirements

Mortgages

Advice provided upon all recognised forms of
Mortgage Repayment

Corporate Planning

We are able to provide comprehensive range of advice
and solutions on both individual and group terms.
We are also happy to liase with your other advisers to
ensure that any legal and taxation aspects are properly
identified and addressed.

Tax Planning

We are happy to explain how the different Taxes work
and will work with your Accountant as necessary.

We offer a wide range of solutions and advice to
facilitate the mitigation of various tax liabilities and to
assist in the utilisation of available reliefs.