0330 038 8939
Based in Chester
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FCA status: Certified by Firm
Robbie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robbie's status
Last checked: 14 July 2025
Robbie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robbie's status
15
Recent Client Reviews
Robbie has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robbie has received 15 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: 14 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.
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Robbie has not yet added their qualifications to their profile
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Robbie has not yet added their qualifications to their profile
Transparent Fees
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Robbie has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Robbie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robbie's status
Last checked: 14 July 2025
Robbie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robbie's status
15
Recent Client Reviews
Robbie has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robbie has received 15 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: 14 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.
Qualifications Uploaded
Robbie has not yet added their qualifications to their profile
Qualifications not yet added
Robbie has not yet added their qualifications to their profile
Transparent Fees
Robbie has not yet added their fees to their profile
Fees not yet added
Robbie has not yet added their fees to their profile
I have a wealth of experience in financial services having previously worked as a finance specialist for a main dealership in the motor industry for more than 17 years. This experience has led me to helping clients to identify their financial goals with clarity, and then to recommending suitable financial plans that are clear, effective, and above all, understandable. I am a diploma qualified independent financial planner and have worked in ‘financial advice’ since January 2020. I prioritise and enjoy listening to my clients, to learn about their current circumstances and fully understand what they would like to achieve in the short, medium and long term. This careful understanding then enables me to provide the most suitable and enduring financial advice over a wide range of financial planning areas including investments, tax planning, pensions, retirement planning, insurance and financial protection, inheritance tax and estate planning. I work with a wide range of clients and pride myself on being able to deliver personal financial advice in a clear, concise, and understandable language. Outside of work I enjoy spending time with family and friends, cycling, Formula 1 and anything outdoors.
£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).
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