At RBA Wealth Management Ltd we pride ourselves on our relationship with our clients, many of whom have been with us since 1994 when the business was established under the name of The RBA Consultancy.
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. Sarah van Kouteren joined the team as a trainee adviser in January 2014 and became a fully qualified Wealth Management Consultant in April 2016.
We are proactive in our approach, and look to provide a financial planning service which can deal with all aspects of our clients' financial affairs.
Now, as the Directors of RBA Wealth Management Ltd, we promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that we offer.