Business Details
Independent Financial Advisers in Marlow
R B S Associates has built a reputation on fostering long-lasting, trusting relationships with clients through dedicated service and transparent communication. Our approach prioritises understanding each client's unique financial needs to deliver tailored advice on pensions, investments, mortgages, and protection. While we specialise in holistic financial planning, we also accommodate clients seeking guidance on specific areas.Our partnership with Davidson Deem Ltd enhances our mortgage advisory capabilities, combining over 50 years of industry experience with a commitment to maintaining high service standards. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring compliance with rigorous professional standards.
Services
Wealth Management
Business Insurance
Equity Release
Financial Planning
Health Insurance
Life Assurance
Mortgages
Pensions
Taxation
Highlights and features
- We offer over 50 years of combined experience in the mortgage market through our partnership with Davidson Deem Ltd
- Our team provides transparent communication and no hidden fees
- We maintain regulatory compliance through the Financial Conduct Authority
- We offer both holistic financial planning and targeted advice options
- Our client relationships are built on trust and long-term commitment
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional mortgage advice
Professional financial guidance
Excellent customer service
350+ five-star reviews
Services
Wealth Management
Our wealth management service helps clients preserve assets against taxation, inflation, and investment risks. We develop long-term strategies to create, build, and protect wealth while minimising tax liabilities. Our approach combines risk assessment with tailored solutions for individuals seeking financial security.
Mortgages
Through our partnership with Davidson Deem Ltd, we offer mortgage advice with over 50 years of combined industry experience. Our service includes mortgage administration, competitive package policies, and guidance through the entire mortgage journey from application to completion.
Financial Planning
We help clients achieve financial goals through comprehensive planning covering short, medium, and long-term objectives. Our advice includes tax-efficient savings strategies, retirement planning, and creating financial security for families while ensuring regular reviews of financial plans.
Pensions
Our pension planning service focuses on creating secure retirement income streams. We review existing pension arrangements, assess retirement needs, and recommend appropriate pension types including personal pensions, SIPPs, and occupational schemes.
Equity Release
We provide guidance on equity release options for those over 55, including lifetime mortgages and home reversion plans. Our service explains alternatives like downsizing or investment income while considering impacts on inheritance and benefits.
People
Paul Belcher
Partner / Financial Consultant
Specialising in pensions and investments, Paul brings extensive expertise to help clients with long-term financial planning and investment strategies.
Mark Spurling
Partner / Financial Consultant
Focusing on mortgages and protection, Mark offers expert guidance through all stages of mortgage requirements and insurance needs.
Clare Goodearl
Personal Assistant
Supporting Paul Belcher while managing general administrative duties within the firm's operations.
Sally Jarvis
Personal Assistant
Assisting Mark Spurling with mortgage-related administration and general office management tasks.
Amy Spurling
Administrator
Handling mortgage processing and general administrative responsibilities within the firm's operations.
Questions
What financial services do you offer?
We provide wealth management, pensions, mortgages, equity release, business insurance, health insurance, life assurance, tax planning, and investment advice.
Are you regulated by the Financial Conduct Authority?
Yes, RBS Associates is authorised and regulated by the Financial Conduct Authority under reference 457658.
How do you work with clients?
We focus on understanding client needs through detailed consultations, offering both holistic financial planning and targeted advice options.
What mortgage services do you provide?
Through our partnership with Davidson Deem Ltd, we offer comprehensive mortgage advice including administration, competitive packages, and full guidance through the mortgage process.
Reviews (1)
Mona
Jul 19, 2019
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I have worked with several Financial Consultants in the past, however I have never received a service that even comes close to the one received from RBS. Mark Spurling is excellent! His knowledge, experience and expertise is outstanding, can't recommend enough!
