0203 544 6810
Based in Croydon
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: December, 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 statusLast checked: 19 April 2026
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
54
Recent Client Reviews
Robert has received 54 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Robert has received 54 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: 20 December 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
Robert has not yet added their qualifications to their profileQualifications not yet added
Robert has not yet added their qualifications to their profile
Transparent Fees
Robert has not yet added their fees to their profileFees not yet added
Robert has not yet added their fees to their profile
About
An experienced and highly qualified holistic financial planner, with over 35 years advising clients. I specialise in pensions, investment and tax planning advice for high net worth clients. Qualifications include – Advanced Diploma in Financial Planning (FPFS) – Chartered & Fellow Investment Management Certificate (IMC) Certificate in Discretionary Investment Management - CertPFS (DM) Certificate in Securities Advice & Dealing - CertPFS (Securities) Certificate in Equity Release - CertCII (MP & ER)