R T M Financial Planning Limited is a well established and local firm of Independent Financial Advisors based in convenient High Street premises in Worle, Weston-s-Mare, North Somerset. Our roots date back to 1931, and as such we have a long history of providing high quality personal services, to both private and business clients.
We pride ourselves on our level of understanding of clients needs, and ensuring we help our clients to achieve their needs and ambitions. We specialise in commercial and residential Mortgages, and in addition are qualified in the increasingly complex area of Equity Release.
We offer a full retirement and investment Portfolio Planning service, either on a fee or commission basis according to client preference. In addition, our highly experienced team offer instant on-line general insurance.
With easy access to the M5 and ample off street parking, our offices are conveniently located, although home visits are also available by appointment.
As an organisation we operate a paper free working practice, and make extensive use of modern IT facilities, which we believe delivers the service standards clients are entitled to expect, but frequently do not receive.