We are pleased to announce that on 17th May 2024, RFC was acquired by Southernhay Financial Planning, an Exeter based IFA that operates as a trading style of Hybrid Advice Central Limited. As a result, and subject to appropriate consent, we will rebrand as Southernhay Financial Planning over the next few months, and we will integrate our businesses. Our service and commitment to our local community will remain unchanged. This will give us access to improved technology to support our business and a new investment proposition. We are looking forward to discussing this exciting development with all of our current and future clients over the next few months.
About Us
Established in 2011 and based in Sidmouth since Jan 2014, RFC Financial Services Ltd offers a professional, friendly and experienced team to provide a tailored independent financial planning service appropriate to your personal needs.
John is our adviser. John grew up on Dartmoor and was educated in Exeter, he has worked in financial services for 15 years, 9 of which as an adviser. John lives in Exeter and enjoys playing golf and reading modern history.
Fiona joined the industry straight from University in 1999 and has worked as a PA/Paraplanner for most of her career. Fiona is regularly involved with client research, portfolio analysis, fund analysis and suitability report writing. Her qualifications include FPC 1, 2 and 3.
Charlotte has worked for RFC since 2014, assisting with technical research, client reviews and reports. She also manages our client database and deals with invoice reconciliation and accounts.
Support Services
As a company providing advice on a wide range of Financial Services, for most of these services we are required to be authorised and regulated by the Financial Conduct Authority (FCA). To help us ensure that we are applying the rules and regulations correctly we employ a specialist compliance services company, SimplyBiz, to oversee our responsibilities and actions to both our clients and the FCA.
SimplyBiz are one of the UK’s leading providers of specialist compliance services to the independent financial adviser community. Through them we are kept up to date with all changes that affect our advice services, and gain access and support to a wide range of complementary services; which all goes to support our aim of providing top quality bespoke financial planning services to all our clients.