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Investment Planning

Planning for your future is the smart thing to do. Smarter still is talking to us about how you can make the money you’re putting away each month – work as hard as you do.

Let the team at RBS guide you on the path to achieving your financial aspirations. We will help you choose the correct investment vehicle for your specific needs.

At RBS we aim to optimize client investment returns by focusing on the known elements of the investment arena such Investment fees, tax efficiency and administrations costs.

While using a sophisticated analytical approach to determine our client’s risk profile. Allowing us to determine the correct asset allocation for you.

Investment Services Include:

  • Unit Trusts (Local and Offshore)
  • Endowments
  • Sinking Funds
  • Retirement Annuities
  • Tax-Free Savings Plans
  • Preservation Funds
  • Living Annuities
  • Guaranteed Annuities

Additional Products

Customer Care:

Want to talk more? Speak to one of our expert brokers on:
0860 072 765.

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