Welcome to RBS Associates, Independent Financial Advisers in Marlow, Buckinghamshire.

Thank you for visiting our website. We hope you will contact us for help with your financial needs.
 
Our business has grown by building a long lasting and trusting relationship with our clients and we aim to continue to do so.
 
We invest a great deal of time in our clients because it is vital to fully understand their financial needs but more importantly, we need our clients to totally comprehend the advice we provide, why we have chosen a particular direction for their situation and the costs associated with the work we do.
 
We offer advice to our clients on pensions, investments, mortgages and protection and whilst our preference is to understand our clients’ full financial needs, aims and objectives so that we can provide an holistic service, we appreciate that some clients may prefer us to consider just one or two specific areas and we are happy to work in this way too.
 
RBS Associates and Mark Spurling are delighted to announce a new partnership with Davidson Deem Ltd for the provision of mortgage advice.
 
Rest assured, Mark will remain here at RBS Associates to assist and guide clients throughout their mortgage journey.
 
As Mark begins his pathway towards retirement, the administration and advice process will be undertaken by Davidson Deem. Directors Brian and Peter and their 9-strong team will continue to provide the high level of service that our clients have enjoyed in the past.
 
Davidson Deem was founded in 1987, and Brian and Peter have well over 50 years’ experience in the mortgage market between them. Their 350+ five star Google reviews provide confidence that your mortgage requirements are in good hands with RBS Associates and Davidson Deem.
 
Below is a link to their webpage should you wish to find out more about their company:
 
https://davidsondeem.co.uk/home-2/
 
Davidson Deem Address: Arena Business Centre, 9 Nimrod Way, Ferndown, Dorset. BH21 7UH
 
Davidson Deem Limited is an Appointed Representative of Lumin Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority, with firm reference number 580185.
 
Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

 
We hope you find the website informative and a good introduction to our service. Please do not hesitate to get in touch if you have any questions or to arrange an initial meeting. Please use our ENQUIRY form to make contact.

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Our Areas of Expertise

Savings & Investments
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Mortgages
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Pensions
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Equity Release
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Taxation
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Life Assurance
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Health Insurance
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Financial Planning
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Business Insurance
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Wealth Management
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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.