Rob Patten
Individual Financial Services
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £250,000
0161 219 8546
Based in Wilmslow
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: November, 2019
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: 05 April 2025
25
Recent Client Reviews
Rob has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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 April 2025
Qualifications Uploaded
Rob has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Rob
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: 05 April 2025
25
Recent Client Reviews
Rob has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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 April 2025
Qualifications Uploaded
Rob has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Rob
I am based in Handforth Village, near Wilmslow and am the MD of Individual Financial Services Ltd, we are an Independent Financial Advice firm near to Manchester Airport. I am a founding partner of Sandringham financial partners and have been in the industry before the formation of Sandringham, starting originally with Independent Financial Services in 2004. I used to work for about 20 years at British Airways as a Cabin Service Director, where I worked on their global network, flying the world, a proud leader of my team of up to 16 Cabin crew and Pursers, for the worlds favorite airline" originally on aircraft that no longer fly like DC10's and even the original old 747 Classic's. Originally based in London and also spending time based in Manchester on the "Shuttle" base, I decided that with the advent of my children, it was time to stop flying the world and find a new vocation... I chose to go into financial services, in 2006, simply because many in financial services at the time seemed more interested in selling and commission than giving great customer service... As my aviation background shows, I am a people person, genuinely committed to giving the very best service possible, surrounding myself with like minded customer focused people. I certainly specialize in helping Airport staff, especially British Airways staff with their pensions, mortgages and much more and have a fine reputation there, still traveling to London on a regular basis... I take great pride in our fantastic customer service levels at IFS and in although in recent years the business has grown and more people have joined the team, we all put clients at the center of absolutely everything we do. Simply put I cannot stress just how important trust, honesty, and team work are to ensure that our business operates with high standards and integrity, that our clients rightly deserve and expect...
£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
Mortgage value
Savings
Clients' level of financial expertise
Review
by a verified client in Oxfordshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of final salary pension to private pension with drawdown facility.
How has Rob Patten helped you?
Gave me a chance after the company I worked for terminated my employment for cheaper labour
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know
Review
by a verified client in London
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My employer stop my pension scheme and was left completely isolated in this sector. A colleague recommended Rob.
How has Rob Patten helped you?
Rob helped me by explaining in details the way pension works and advised me different risks and options. Also had a great help when I remortgage.
Have you seen the outcome you were hoping for?
I have seen the outcome and now feel confident and my mind is at peace with my financial future.
What could they have done better?
Nothing, I know that if I am in doubt, I can always contact Rob.
Review
by a verified client in West Yorkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Rob Patten helped you?
Advice about pension transfer, tax free allowance plus implications and future investment
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I doubt it!
Review
by a verified client in Surrey
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation.
How has Rob Patten helped you?
Rob overseas on investments and pension, he has great knowledge of my former employer.
Have you seen the outcome you were hoping for?
I have seen what I expected.
What could they have done better?
Nothing.
Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was on the verge of retirement & was thinking of transferring my pension to a private pension fund
How has Rob Patten helped you?
He went through all the risks & advantages to help me understand better the market
Have you seen the outcome you were hoping for?
I’m very happy with the service he has provided & that he’s always available to take a call to discuss my fund
What could they have done better?
Nothing. Happy with everything
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