0330 038 8938
Based in Cromer
View locationChecks 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: 17 April 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
6
Recent Client Reviews
Robert has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 6 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: 02 January 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.
4
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Robert has provided information on their typical fees
Robert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 17 April 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
6
Recent Client Reviews
Robert has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 6 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: 02 January 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.
4
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Robert has provided information on their typical fees
Robert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a fully qualified Senior Financial Adviser and I have been providing bespoke financial solutions for individuals, families and corporate clients since 2002. I gained my comprehensive knowledge and experience as a financial adviser working with HSBC, Lloyds Private Banking and Santander. I believe in building long term relationships with my clients ensuring a good understanding of their current circumstances and also their future plans. I am able to provide whole of market independent advice in areas of retirement planning, auto-enrolment pension schemes, investments, inheritance tax planning and protection.
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
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