0330 038 8939
Based in Atherstone
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: August, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Last checked: 26 April 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
11
Recent Client Reviews
Robert has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 11 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: 10 February 2025
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.
2
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Robert has not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Robert
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Last checked: 26 April 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
11
Recent Client Reviews
Robert has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 11 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: 10 February 2025
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.
2
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Robert has not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Robert
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 6 first impressions)
Director / Chartered Financial Planner with over 18 years industry experience. Clients often ask what sets us apart. We believe it's a combination of factors: ►We provide common sense, easy-to-understand advice, using low-cost portfolios and solutions with strong performance track records (Of course past performance is no guarantee for the future). ►We're very well established - Our roots go back over 25 years. We advise over 1000 Clients with in excess of £260m of Funds Under Advice (as at 31/12/2023). ►We're truly Independent - We act on your behalf and can recommend solutions from the whole of the market. Also, we're completely Impartial - If we don't think we can add value, we'll say so. ►Most of our new clients come from either referrals or via professional introducers who have vetting processes in place - Their reputation is paramount. ►We offer a full range of financial advice across all life stages including Mortgages, Equity Release, Wills and Powers of Attorney and we're always happy to meet with other professionals that you trust in respect of your financial affairs. ►Our starting point with all clients is that we want you to be advocates for us - You'll only be this if we deliver results and service that you're happy with. ►And then there's Our Values - We focus on being Approachable, Dependable, Trustworthy, Flexible, Understanding and Compassionate - And we hold ourselves to accountable to these!
Offers available through VouchedFor
Contact Robert 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 Robert's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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