0330 038 8940
Based in Burton-on-Trent
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FCA Regulated
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Rob has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Rob has not yet added their qualifications to their profile
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Rob has not yet added their qualifications to their profile
Transparent Fees
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Rob has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Rob has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Rob has not yet added their qualifications to their profile
Qualifications not yet added
Rob has not yet added their qualifications to their profile
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
Rob has not yet added their fees to their profile
With 39 years of work experience, including 30 years in corporate roles and as a former Managing Director, I bring a wealth of knowledge and expertise to Rob Page Wealth Management Ltd. My commitment is to empower clients to achieve financial success and secure their futures. Together, we can create a financial plan that not only meets your needs but also helps you realise your aspirations. I specialise in providing holistic financial coaching and life planning, concentrating on personal and business protection, retirement, and investment planning. My target market includes young professionals, business owners, entrepreneurs, and corporate executives, particularly within Greater Birmingham and Staffordshire. I started Rob Page Wealth Management to make a meaningful difference in the financial lives of our clients, inspired by a passion for finance, and business. I am committed to delivering personalised, innovative financial solutions and building long-lasting relationships with our clients based on trust and superior service. Together, I aim to create a legacy of financial stability and success for generations to come.
Offers available through VouchedFor
Contact Rob 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 Rob's clients
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