Visitor
Register Now

Our Services

Robson Taylor Independent Financial Advisers Ltd

As independent financial advisers we are perfectly positioned to guide you through a market place overcrowded with hundreds of companies. We pride ourselves on our level of commitment and service, whether we're dealing with private investors or large companies. We're large enough to offer you a complete and unbiased choice but small enough to provide a personal service.

We are open about the method of our remuneration and so our advice can be given on a fee or commission basis. In any event our consultants will devote a great deal of time to understanding your financial objectives and will take a holistic approach incorporating both wealth creation and wealth protection elements.

The following is an indication of just some of the areas in which we provide advice:

Personal Planning

Provision for income and cash in retirement

Investment portfolios to maximise your returns within your personal risk tolerance

Conversion of pension funds and other assets at retirement to meet changing income and cash needs

Preservation of your estate by mitigating inheritance tax

Provision for your family in event of death or long term illness

Business Planning

Financial protection for your business in event of death or illness of a key person

Shareholders or partners protection in event of death or illness of a business partner

Retirement and succession planning for directors and business owners

Employee benefit arrangements to provide for your staff in retirement or in event of death or illness

Staff retention initiatives such as financial planning surgeries and retirement seminars

To find out more about Robson Taylor Independent Financial Advisers Ltd, please contact us at our Bath office:

RTIFA Ltd
Charter House
The Square
Lower Bristol Road
Bath
BA2 3BH

Telephone 01225 331000
Email: mail@rt-ifa.co.uk

Location map

Robson Taylor Independent Financial Advisers Ltd is authorised and regulated by the Financial Services Authority.

Not all services are regulated by the Financial Services Authority.

Client Testimonials

" Robson Taylor IFA has recently reviewed our staff pension and protection arrangements. Throughout this complex and potentially sensitive transaction, I was extremely impressed with the high level of professionalism and knowledge shown by the consultants. The administrative team were also very efficient and courteous - a pleasure to deal with."

Basil Gillet, Company Secretary , Centre Island Hotels Ltd

" Vic Slater of Robson Taylor IFA has been instrumental in successfully putting in pension arrangements in place for employees of the Group and the staff have have much appreciated his straightforward helpful advice and assistance."

William Earley, Director , Medical Finance Ltd

	Our Services
	Business Services
	Company secretarial Bookkeeping/accounting Business start-up Payroll Financial Modeling

	Audit & Assurance
	Audit & Assurance Statutory Audit Voluntary Audits Internal Audit Financial Reviews Satisfying Third Parties Compliance with Accounting Rules

	Tax Services
	Corporate tax planning Personal tax planning Self assessment Tax Investigations Team Tax Investigations Insurance Trusts & executorships Retirement strategies Estate planning VAT

	Specialist Services
	Forensic accounting & litigation support Project Management Interim Management Professional Partnerships Corporate finance Strategic planning International services