0330 038 8942
Based in Cheltenham
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: December, 2023
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: 15 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Rob has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob 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: 23 December 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
Rob has not yet added their qualifications to their profile
Qualifications not yet added
Rob has not yet added their qualifications to their profile
Transparent Fees
Rob has not yet added their fees to their profile
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Rob has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Rob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 3 first impressions)
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: 15 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Rob has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob 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: 23 December 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
Rob has not yet added their qualifications to their profile
Qualifications not yet added
Rob has not yet added their qualifications to their profile
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
Rob has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Rob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 3 first impressions)
I am hugely passionate about Financial Planning and providing strategic advice to our clients, as well as overseeing the running of Altior Asset Management Ltd and ensuring it is one of the leading financial planning firms in the area. In 2023 Altior was voted (by Legal Directorate) as the #1 Best Financial Advisory Firm in Cheltenham 2023! Having qualified as an Independent Financial Planner in 2008, I went on to be announced in Citywire Wealth Manager’s inaugural ‘Top 30 under 30’ Wealth Manager awards in 2011. I aim to build lasting relationships with individuals and their families and provide a source of trusted advice now and in the future. My advice covers all areas of financial planning including retirement, investment, inheritance tax and protection planning. The overarching aim of my advice is to work with my clients to help them achieve their desired goals and secure their financial future.
Offers available through VouchedFor
Contact Rob 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 Rob's clients
Based on responses provided by clients who have reviewed this adviser
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