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.

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.

  • Investments

    When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account....

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  • Mortgages

    Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should...

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  • Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Our Areas of Expertise

Savings & Investments
Equity Release
Life Assurance
Health Insurance
Financial Planning
Business Insurance
Wealth Management
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.