Business Details
Trusted Financial Advisers in Marlow
R B S Associates is an established financial advisory firm based in Marlow, Buckinghamshire, dedicated to building long-term, trusting relationships with clients. With over 50 years of combined experience in the mortgage and financial services sector, our team specialises in pensions, investments, mortgages, and protection, offering tailored advice to meet individual client needs. We prioritise client education, ensuring clients fully understand their financial strategies, associated costs, and long-term implications.Our holistic approach allows us to address comprehensive financial needs, though we also accommodate clients seeking guidance in specific areas. As an authorised and regulated firm by the Financial Conduct Authority, we maintain rigorous compliance standards and partner with trusted institutions like Davidson Deem Ltd to enhance service delivery. Our commitment to excellence is reflected in our 350+ five-star Google reviews, underscoring our reputation for reliability and client-centric service.
Services
Wealth Management
Business Insurance
Equity Release
Financial Planning
Health Insurance
Life Assurance
Mortgages
Pensions
Taxation
Highlights and features
- We have over 50 years of combined experience in financial advisory services.
- Our team provides tailored advice aligned with individual client needs.
- We operate with full transparency and no hidden fees.
- 350+ five-star Google reviews attest to our client satisfaction.
- We offer holistic financial planning to address long-term goals.
Associations and certifications
- Financial Conduct Authority
What people say
Expert advice
Professional service
Transparent fees
Long-term planning
Client-focused approach
Services
Wealth Management
Wealth Management at R B S Associates focuses on preserving and growing client assets by mitigating risks from taxation, inflation, and market volatility. Our strategies prioritise long-term financial security, offering tailored risk-aversion plans. Clients benefit from expert guidance to ensure their wealth sustains future generations.
Business Insurance
Business Insurance solutions protect companies from operational risks, including liability claims and asset loss. We advise on comprehensive coverage, including employer's liability and professional indemnity policies, ensuring businesses operate securely and profitably while complying with legal requirements.
Mortgage Advice
In partnership with Davidson Deem Ltd, we provide mortgage advice tailored to individual needs, from first-time purchases to remortgaging. Our regulated services ensure competitive rates and transparent processes, safeguarding clients' interests throughout their mortgage journey.
Pension Planning
Pension Planning services help clients secure a stable retirement income by optimising contributions and investment strategies. We review existing plans and recommend adjustments to align with evolving financial goals, ensuring tax efficiency and long-term sustainability.
Taxation Planning
Taxation Planning services focus on minimising tax liabilities through lawful reliefs and allowances. Our experts provide strategic advice on income tax, capital gains, and inheritance tax, helping clients retain more of their wealth while adhering to regulatory changes.
People
Paul Belcher
Partner / Financial Consultant
Paul Belcher specialises in pensions and investments, leveraging decades of experience to deliver tailored financial strategies. He prioritises client education and long-term wealth preservation.
Mark Spurling
Partner / Financial Consultant
Mark Spurling focuses on mortgages and protection, offering expert guidance to secure competitive rates and comprehensive coverage. He remains integral to client mortgage journeys.
Clare Goodearl
Personal Assistant
Clare Goodearl supports Paul Belcher and manages administrative duties, ensuring seamless client service and operational efficiency within the firm.
Sally Jarvis
Personal Assistant
Sally Jarvis assists Mark Spurling while handling general administrative tasks, contributing to the firm's smooth day-to-day operations.
Amy Spurling
Administrator
Amy Spurling manages mortgage processing and administrative responsibilities, ensuring accurate and timely execution of client transactions.
Questions
What services does RBS Associates offer?
We provide financial planning, wealth management, pensions, mortgages, insurance, and taxation advice tailored to individual client needs.
Are RBS Associates regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 457658.
How does the mortgage advice partnership with Davidson Deem work?
Mark Spurling remains your primary contact, while Davidson Deem handles administration and regulated advice, ensuring seamless service.
Can I get help with pension reviews?
Yes, we offer comprehensive pension reviews to ensure your plan aligns with your retirement goals and current regulations.
What areas do RBS Associates serve?
We primarily serve clients in Buckinghamshire, Marlow, and Dorset, with nationwide advisory services available.
