Robert Shire

Robert Shire

AFH Wealth Management

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in Yeovil
View location
Top Rated 2026
Verified since: April, 2025
4.9 out of 5

87 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 March 2026

    Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Robert has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 October 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

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    Robert has not yet added their fees to their profile

  • 20

    Positive 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 20 first impressions)

I am passionate about my work and I care about my clients. I very much see my role as ensuring each client has a plan or strategy to become financially secure. I have over 25 years experience providing financial advice to companies and individuals on pensions, investments, long term care and lifetime mortgages. I have the benefit of working for AFH Wealth Management, who have more than 250 advisers nationwide, and is one of the UK’s leading independent financial advisory and wealth management firms. Our dedicated teams of in-house specialists include financial analysts, administrators, and portfolio managers. They are all at hand to support me in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives. Through AFH, I can offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, business support, mortgage advice*, protection planning, succession planning* and tax solutions.