RDS Financial Planning - Cleckheaton

Paul H.

Rob was informative all the way while dealing with my pension. No pressure and answered all questions I asked. Sorted out all paperwork and issues swiftly, and updated me accordingly. I Would strongly recommend using Rob to anyone looking for pension advice with confidence.

Damian R.

I found Rob through the unbiased website after noticing my pension growth had stagnated. Rob was kind and took the time to listen to my specific wants and needs. I found Rob to be hardworking and I was seriously impressed when he started to explain all the nuances of each of my 5 pensions including one with enhanced tax free cash. In the end Rob was so supportive that I took his advice and opted to consolidate 5 of my pensions in the hope of sustained growth. Only time will tell but the charges felt fair and I was left with a good feeling! Thanks Rob and we’ll speak again.

Mohamed O.

Rob is very professional and helpful. He came to my house, listened to what I needed then gave clear and reassuring advice regarding my pensions.
Robs explained everything clearly. I felt comfortable telling him about my finances and I would recommend Rob to any of my friends and family without hesitation. Thanks again Rob.

Steve H.

I can’t recommend Rob at RDS highly enough!

I wanted some guidance on how to invest my personal pension pot, now that I’m beginning to think about life after work (though it’s still a few years away).

Rob came to my house and spent around 90 minutes with me, explaining - in plain language - what he did and how he could help me achieve my goals. I asked a lot of questions, some Rob hadn’t been asked before, but his knowledge and experience was evident from the start. From that very first meeting, I really felt I could trust Rob, which - for me at least - is very important.

He takes the time to make everything clear and individual to the client. I now feel like my pension pot is being invested in the most suitable platform and portfolio, based on what I want to achieve.

All thanks to Rob.

Liz D.

I was delighted to find that Rob was a genuine person, who understood that I needed guiding through my financial situation step by step. He was never patronising, nor did he have a 'hard sell' approach. He spent time getting to know my family and I, which meant I felt secure in the suggestions he made. I was absolutely delighted with the outcome and would highly recommend him.

Adele D.

Would highly recommend Rob, his knowledge and expertise have been great to help us through our retirement goals. So friendly, professional and always did as he’s said which is very refreshing. Fabulous thank you!

Keith I.

I retired in April 2025 and was not happy with my IFA who had changed ownership twice in three years so approached Rob for financial advice concerning my pension options. We had a couple of face to face meetings discussing what I hoped for from my pension pots and options available to me and he made recommendations that met my needs. I agreed to proceed.

Since then Rob has kept me updated about the progress being made and the new arrangements are now in place.

I couldn’t be happier with the personal service I received and would happily recommend him to anyone seeking independent financial advice.

Laura P.

Upon retirement, I had couple of pensions to consolidate and due to a change in our circumstances, both my husband and I needed to review our finances. I was confused and overwhelmed by the vast amount of information available regarding pensions and investment options and decided to seek professional advice.

This is where Rob Simpson came to the rescue….he listened to our concerns, explained our options in simple terms which helped us to then make our own decisions. Initially, I had been reluctant to contact a financial adviser but Rob was very patient and we did not feel pressured in any way.

Now that Rob is managing our investments we no longer have the stress and worry of trying to sort it out for ourselves and Rob is only a phone call away should we have any questions or concerns.