Our Independent Status

As a firm we have always strived to provide unbiased professional advice, in undertaking a fee based approach from inception. We believe this delivers the best outcomes for our clients and gives them the reassurance that we can advise and select from the whole market to obtain the optimal solution.

From 31st December 2012, where the Retail Distribution Review conclusions came into force this lead to financial advice firms having to reconfirm their status either as Independent or restricted. Many firms have moved away from the fully independent route due to the increased requirements to demonstrate independence. At RPG we believe that to give the correct level of advice we needed to maintain this status as we deal with clients with wide ranging financial circumstances and solutions.

The ability to research the market is also important to our advisers, to ensure that they have the confidence that they have the tools analyse the market for their clients. The RPG investment committee has a key role to play as do the numerous IT packages that are used. 

Expert advice. Personal touch.



North Wales

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