0203 544 6810
Based in Croydon
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
30
Recent Client Reviews
Verified reviews: 100%
Robert has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 21 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
Qualifications not yet added
Robert has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Robert has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
30
Recent Client Reviews
Verified reviews: 100%
Robert has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 21 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
Qualifications not yet added
Robert has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Robert has not yet added their fees to their profile
An experienced and highly qualified holistic financial planner, with over 35 years advising clients. I specialise in pensions, investment and tax planning advice for high net worth clients. Qualifications include – Advanced Diploma in Financial Planning (FPFS) – Chartered & Fellow Investment Management Certificate (IMC) Certificate in Discretionary Investment Management - CertPFS (DM) Certificate in Securities Advice & Dealing - CertPFS (Securities) Certificate in Equity Release - CertCII (MP & ER)
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.