FINANCIAL PLANNING

With over 42 years financial industry experience, Richard Alexander founded RAFP to provide specialist financial planning services to clients with accumulated capital who prefer the personal touch of a dedicated and trusted financial adviser.

For clients in the UK, those planning to move overseas and for existing Ex-pats, our aim is to build long term client relationships and understand their aspirations, to appreciate their concerns, sensitivities and risk tolerances and to provide bespoke financial planning advice and solutions designed to help them achieve their goals.

What is Financial Planning?

Financial planning is not an exact science and circumstances change. For this reason, the relationship is ongoing, with regular client contact and review meetings to ensure that plans remain relevant and on track.

The role of RAFP is that of financial adviser and long term relationship manager – these are our specialities, which we combine with the expertise of other professionals

Active investment managers, dedicated to managing client funds
Tax advisers, where additional expertise is required
Legal advisers when specific input is needed
And the back office for record keeping, compliance & administrative support

The financial world is complex and the array of investment products and funds are bewildering for all but the most experienced. Working with RAFP, enables clients to gain peace of mind and have confidence in their investment decisions; we leave the jargon behind and deliver understandable solutions.

Looking for expert assistance with your financial planning?

Contact RAFP now.