About

At RBA Wealth Management Ltd we pride ourselves on the relationships we develop with our clients, many of whom have been with us since 1994 when the business was first established as The RBA Consultancy. Our client retention rate is something that we are extremely proud of and consider our clients as friends and advocates of our business.

In June 2008 ownership of the business was passed to Angela Fountain, David Booth and Andrew Hackney and became known as RBA Wealth Management Ltd.

In July 2017 David retired as a Director but continues his association with the firm as an active Senior Wealth Management Consultant.

In July 2018, Angela and Andrew formed a Partnership with Peter Halford. Peter was a Senior Partner within St. James's place for over 25 years based in Stamford and was looking to gradually retire, this was the perfect opportunity to expand RBA to another beautiful market town. Peter later retired in 2021.

On Thursday 13 July 2023, our much-loved Co-Director, Angela Fountain sadly passed away. Angela was not only a fantastic businesswoman, but also a treasured member of our close-knit RBA family. Her dedication and passion were instrumental in shaping our success, and she will be profoundly missed by all of us.

At RBA, we have always believed in the strength of our team and the values that unite us. While Angela's absence leaves a huge void in our hearts, we will honor her memory by continuing to provide exceptional service and grow RBA.

We are incredibly proud to have a fantastic team of advisers who are experienced at navigating the complexities of financial planning in an ever-changing world that can be challenging. Covering workplace pension planning, retirement planning, investment planning, corporate and personal protection planning, care fees, Inheritance Tax, mortgage advice and every other aspect of financial planning; our expertise is second to none. With offices in Uttoxeter and Stamford, we can cater for both towns, both with fantastic high street locations, which are extremely convenient for Face-to-Face meetings.

Working with RBA Wealth Management can help remove the hassle and worry out of financial planning. We provide wealth management, bespoke advice, and our client support team are there to assist with any queries you might have.

We aim to promote the development of lifelong relationships with clients, helping to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that we offer.

We aim to show you how to look after your money, believing you’ve earned the right to enjoy it (and even spend some) and ultimately help you to protect your wealth, grow it and one day pass it on to the generations in your family.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.