0330 038 8942
Based in Hitchin
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Rory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 March 2025
Rory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Rory has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rory has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Rory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Rory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rory has provided information on their typical fees
Rory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rory (based on 21 first impressions)
100% of users who are not yet clients had a positive first experience with Rory
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rory (based on 21 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Rory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 March 2025
Rory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Rory has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rory has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Rory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Rory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rory has provided information on their typical fees
Rory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rory (based on 21 first impressions)
100% of users who are not yet clients had a positive first experience with Rory
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rory (based on 21 first impressions)
As an Independent Financial Adviser, I work with my clients to build plans that enable them to succeed in reaching their financial goals. Working on areas such as: savings & investments, retirement, tax mitigation, inheritance issues, insurance, and mortgages. Common Questions I Get From Clients That I Can Help With: • How much is enough to give me financial independence, allowing me to focus on my passions? • How do I make the most of my pensions and other savings in retirement? • What's my options in savings and investing a recent bonus or inheritance? • How do I make my money work hard for me, whilst protecting it from tax? • Are the financial products I have today providing the best value for money?
Offers available through VouchedFor
Contact Rory through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rory's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Albon Financial Planning is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270