0203 544 6810
Based in Lisson-Grove
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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: 18 July 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
2
Recent Client Reviews
Robert has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 2 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: 03 June 2024
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
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Robert has not yet added their fees to their profile
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: 18 July 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
2
Recent Client Reviews
Robert has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 2 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: 03 June 2024
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 not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
I am a Chartered Financial Planner with many years experience, having started in private client advice over thirty-five years ago. I specialise in advising individuals and families on investments, pensions and estate planning. I offer independent, whole of market advice and often work in conjunction with Discretionary Fund Managers, private client solicitors and tax accountants. I hold the STEP (Society of Trust & Estate Practitioners) Certificate for Financial Services - Trusts and Estate Planning and am also a Chartered Insurance Practitioner, having specialised for many years in the Lloyd's Market.
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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