0330 038 8939
Based in Tiverton
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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: 09 May 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Recent Client Reviews
Robert has not received any client reviews in the past 12 months
Robert has not received any reviews in the last 12 months
Robert has not received any client reviews in the past 12 months
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 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.
2
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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: 09 May 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Recent Client Reviews
Robert has not received any client reviews in the past 12 months
Robert has not received any reviews in the last 12 months
Robert has not received any client reviews in the past 12 months
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 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.
2
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
Experienced and client-focused Chartered Financial Adviser with over 17 years of expertise delivering comprehensive, holistic financial advice. Specialises in pension transfers and retirement planning, with deep insight into the complexities of public sector schemes—particularly the Teachers' Pension Scheme (TPS). Known for a personal, educational approach that empowers clients to make informed financial decisions aligned with their life goals. Core Specialisms Pension Transfer Advice Teachers’ Pensions (TPS) – in-depth scheme knowledge Public Sector Pensions – NHS, Civil Service, Local Government Holistic Retirement Planning – tax, income sustainability, legacy planning Cashflow Modelling & Forecasting Investment & Wealth Management Life-stage Financial Planning Tax-efficient Strategies – including Lifetime Allowance and Annual Allowance planning Key Strengths Deep understanding of complex pension schemes Skilled in translating technical detail into plain English Proven ability to build long-term trust with clients through transparent, values-based advice Experience advising educators and public servants through career changes, early retirement, or redundancy Client Types Teachers and Headteachers University Lecturers Civil Servants NHS Professionals Pre- and post-retirement individuals Philosophy “True financial planning is about clarity, confidence, and control. I believe in empowering clients through tailored advice that looks at the full picture—not just their pensions, but their lives.
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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