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.
Our Aim
Welcome to RFC Financial Services Ltd. We provide an independent financial planning service which is tailored around clients’ personal needs. We establish long term relationships with our clients, to ensure that both present and future needs are met to achieve their longer term financial requirements and desires. We help our clients’ plan financial goals through understanding their needs during regular reviews in which we offer friendly and affordable financial advice. Our strategy that we put in place then enables our clients to enjoy their desired standard of living through to retirement and beyond.
How we help You
RFC Financial Services Ltd provides financial advice across a range of financial needs specialising in particular in planning for pre-retirement, at retirement, post-retirement, protection for the individual or business, estate preservation and investment.
Our Services therefore cover: –
- Savings/Investments & Cash Deposits
- Life Assurance & Income Protection
- Pre & Post Retirement (Pensions, Income Drawdown and Annuities)
- Inheritance Tax & Estate Planning
- Long Term Care
At RFC Financial Services Ltd we put a great emphasis on review meetings to ensure that your investments are suited to your needs and circumstances maintaining a long-term relationships with each client. Our aim is to assist clients achieve their longer term financial needs and aspirations, through understanding these needs and regularly reviewing progress towards these aspirations.
