About RBS Associates

Our business was established in 1993 by Alan Richardson, Paul Belcher and Mark Spurling as Partners. The name of the firm was derived from the first initial of each of the Partner's surnames.
We operated from offices in West Street, Marlow until 2006 when we moved to our present offices in Regency House on Mere Park off Dedmere Road in Marlow.

We have always worked on the basis of offering independent financial advice to our clients in a professional manner akin to that which would be expected from a professional firm of accountants or solicitors. We were determined to build our business based on a service led proposition in order to differentiate ourselves from those firms that focus entirely on the sale of products.

In May 2007, Alan Richardson retired as a partner of the firm but continued to work within RBS Associates as an independent financial adviser/consultant. Alan retired from our industry at the end of 2012.

Our clients are based all over the UK although principally in London and the South East, particularly the Thames Valley and include individuals, families, as well as small businesses. We are proud of the fact that our client bank has grown almost exclusively by referrals from existing clients, accountants and solicitors.