0118 443 0189
Based in Reading
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2020
4.9 out of 5
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: 28 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Rob has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 20 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: 06 March 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.
6
Qualifications Uploaded
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Rob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 7 first impressions)
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: 28 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Rob has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 20 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: 06 March 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.
6
Qualifications Uploaded
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Rob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 7 first impressions)
I am a qualified IFA with 34 years experience and several University level qualifications in Financial Planning & Advice. I provide a personalized service, specializing in Pensions, Investments and IHT planning. We deal only with regulated products and provide ongoing management services, ensuring you of the best returns possible to meet your financial needs.
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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