0330 038 8939
Based in Warrington
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: April, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Robert and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Robert and/or the firm they work for (or are appointed representatives of) are currently pending
5
Recent Client Reviews
Robert has received 5 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Robert has received 5 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: 05 January 2026
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 below2 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 belowRobert 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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 4 first impressions)100% of users who are not yet clients had a positive first experience with Robert
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 4 first impressions)
About
I have been with Chartwell since 2016 covering all roles within the financial planning process before moving into an advisory role in 2020 before coming a shareholding Director. I specialise in pre and post retirement planning inclusive of retirement income strategy, Inheritance Tax and estate planning, cash flow modelling and holistic financial advice. I hold the diploma in regulated financial planning through the Chartered Insurance Institute and I am currently completing the advanced diploma to obtain chartered status. Please feel free to contact me for a free, non obligatory discussion if you have any financial planning needs.