Relationship Management
Building relationships with our clients
We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.
We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.
It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:
- enhanced customer satisfaction and retention, ensuring that our good reputation in the marketplace continues to grow
- increased value to our existing customers
- increased overall efficiency
Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.
Read lessRegistered Office: Regency House, Mere Park, Dedmere Road, Marlow, Buckinghamshire. SL7 1FJ
Registered in: England
RBS Associates is authorised and regulated by the Financial Conduct Authority.
RBS Associates is entered on the Financial Services Register (www.fca.org.uk/register) under reference 457658.
The Financial Conduct Authority does not regulate all forms of the products or services we provide.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.