I found Allan about 20 years ago when I was very busy and short on time and in depth industry knowledge. Whilst I was not naive financially or commercially I very quickly felt comfortable letting Allan take the reins. His approach is very straightforward, practical and dare I say it can be, when he thinks it necessary, almost 'fatherly'!'
Allan has seen us through a lifetime of financial support, from a busy working family with school age children, through their university days, weddings and six grandchildren and now into our retirement!Our relationship is life long and I couldn't be more satisfied.
Over this time our circumstances have changed considerably and we have gone from being quite a significant investor through to having a substantially reduced investment portfolio, throughout which the service from Allan & RDB Independent has remained first class!RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
Allan has seen us through a lifetime of financial support, from a busy working family with school age children, through their university days, weddings and six grandchildren and now into our retirement!Our relationship is life long and I couldn't be more satisfied.
Over this time our circumstances have changed considerably and we have gone from being quite a significant investor through to having a substantially reduced investment portfolio, throughout which the service from Allan & RDB Independent has remained first class!RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
Services
As a Client we work for you, and with you, to make your lifetime financial journey make sense.
We often help people with their decision as to where that journey needs to reach in order to match life planning and lifestyle goals.
Once the goals are set out our expertise is then in working with you to understand how those goals can be reached.
During your working life your strategy needs to be to build up assets from which an income can be taken at the time that you decide to cease working.
As a start, it is important to ensure that there is secure, no risk, cash deposit capital for times when emergencies arise or just for general reserves.
We often help people with their decision as to where that journey needs to reach in order to match life planning and lifestyle goals.
Once the goals are set out our expertise is then in working with you to understand how those goals can be reached.
During your working life your strategy needs to be to build up assets from which an income can be taken at the time that you decide to cease working.
As a start, it is important to ensure that there is secure, no risk, cash deposit capital for times when emergencies arise or just for general reserves.
Our team gives you access to over 100 years of experience in the financial services industry.
We are passionate about providing a professional, ethical and customer focussed service to our clients.
We have an office mantra - service, service, service.
We believe in the slightly unfashionable view that this is what clients value most - in fact this is what external research tells us too!
You wont have to wait in a queue for your call to be answered; you wont be passed continuously from one person to the next but you will receive personal first class service from highly experienced individuals.
We are passionate about providing a professional, ethical and customer focussed service to our clients.
We have an office mantra - service, service, service.
We believe in the slightly unfashionable view that this is what clients value most - in fact this is what external research tells us too!
You wont have to wait in a queue for your call to be answered; you wont be passed continuously from one person to the next but you will receive personal first class service from highly experienced individuals.
What can you expect from us?
It is important to know that this is a joint exercise between you and us and very much a case of "one + one = three."
Every client is different and therefore has different needs and different levels of understanding of our industry.
So, because we don't adopt a "one size fits all" approach we can give general guidelines on how we go about dealing with clients and the ongoing service we provide but we are happy to discuss how this matches what you need.
RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
It is important to know that this is a joint exercise between you and us and very much a case of "one + one = three."
Every client is different and therefore has different needs and different levels of understanding of our industry.
So, because we don't adopt a "one size fits all" approach we can give general guidelines on how we go about dealing with clients and the ongoing service we provide but we are happy to discuss how this matches what you need.
RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
Should you choose RDB to assist you in your financial decisions, you will soon discover that our warm welcome extends beyond our website and will be waiting for you at the end of a phone or when we meet you in person.
We have very pleasant offices in the grounds of Levens Hall, situated between Milnthorpe & Kendal.
If you can't make it to us then we can extend our welcome and meet you in your own home if you prefer.
Our clients vary greatly from farmers to owners of country estates, from retired business owners to individuals who find themselves with an inheritance and everyone in between.
We have very pleasant offices in the grounds of Levens Hall, situated between Milnthorpe & Kendal.
If you can't make it to us then we can extend our welcome and meet you in your own home if you prefer.
Our clients vary greatly from farmers to owners of country estates, from retired business owners to individuals who find themselves with an inheritance and everyone in between.
We are a small yet busy and thriving local business, focussed on excellent client outcomes.
We take pride in providing fair, honest and impartial independent financial advice, conducting ourselves in an ethical manner, not only with clients but also with each other.
In the company there are presently 3 Directors who are also Financial Planners, an additional 2 Planners and an Operations Manager, supported by 4 Client Service Specialists and a Paraplanner.
We are looking for a new member of the team to deal with varied administration work.
We take pride in providing fair, honest and impartial independent financial advice, conducting ourselves in an ethical manner, not only with clients but also with each other.
In the company there are presently 3 Directors who are also Financial Planners, an additional 2 Planners and an Operations Manager, supported by 4 Client Service Specialists and a Paraplanner.
We are looking for a new member of the team to deal with varied administration work.
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