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About Us

Richard Evans
Richard joined the industry in 1983 working as an Estate Agent, and Mortgage advisor, he then trained to become an Independent Financial Advisor, and in 1994 achieved Law Society Qualification.
He now specialises in investment and Portfolio Planning in addition to retirement planning, which includes Self Invested Personal Pensions, Annuities and Unsecured Income.

Contact: Richard@rtmfinplan.co.uk
Tel: 01934 524966.
Vicky Ansell
Joined the insurance industry at the age of 17, and has worked locally in general insurance acquiring enormous experience, immediately apparent through her high level customer service skills.

Contact: Vicky@rtmfinplan.co.uk
Tel: 01934 524966.


Sally Hurst
Started working in the insurance industry at the age of 17, and has subsequently acquired considerable insurance and administrative skills, delivered with a friendly and a warm personality.

Contact: Sally@rtmfinplan.co.uk
Tel: 01934 524966.

 
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales No. 5063123. Registered Office: R T M Financial Planning Ltd trading as R T M Financial Services - Tallford House, 38 Walliscote Road, Weston-super-Mare, North Somerset, BS23 1LP

FSA Firm Number: 407992
 

R T M Financial Planning Ltd trading as R T M Financial Services - Tallford House, 38 Walliscote Road, Weston-super-Mare, North Somerset, BS23 1LP