About RDS Financial Planning

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.?We help you do just that through creating a plan and reviewing the progress
Based in Cleckheaton I am a fully qualified financial adviser who offers wealth management advice to clients across the north.I have always had a passion for financial services and supporting clients to achieve their goals, working with some of the leading financial institutions using professional advice.I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future.I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands.RDS financial planning is a trading style of V-Financial LTD
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Overseas
  • Self employed
  • Self build
  • Flexible

  • Find the best price for your project, click on a trade to get started