0330 038 8938
Based in Droitwich
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FCA Regulated
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 July 2025
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Robert has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 18 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: 04 June 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 profile
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Robert has not yet added their qualifications to their profile
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 Regulated
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 July 2025
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Robert has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 18 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: 04 June 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 profile
Qualifications not yet added
Robert has not yet added their qualifications to their profile
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’m a fully qualified financial adviser with over 18 years of experience helping individuals and families make informed, confident decisions about their finances. Holding the Level 4 Diploma in Financial Planning (DipPFS), I specialise in areas including long-term care planning, retirement strategies, and overall wealth management. Portcullis Financial Planning, established in 2009 and trusted throughout Worcestershire, specialises in delivering personalised financial planning and investment management services to individuals, families, and businesses specialising in later-life planning. Our dedicated team is committed to our core values of trust, integrity, professionalism, and transparency, ensuring a client-focused approach to every financial decision. We build long-term relationships by providing clear, tailored advice that aligns with your unique financial goals. At Portcullis, we aim to help you achieve financial peace of mind and confidently navigate your financial journey with expert guidance and exceptional service.
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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Adviser Disclaimer
The information provided on this profile is for general guidance only and does not constitute personal financial advice. All recommendations are based on individual circumstances and objectives, and a full fact-find will be conducted before any advice is given. I am a regulated financial adviser, authorised and qualified to provide advice in areas including pensions, investments, and long-term care. Please ensure you seek personalised advice before making any financial decisions.