Robert Hird

Robert Hird

Isio Wealth Planning

Minimum savings/pensions: Any amount

0203 544 6810
Based in Croydon
View location

Top Rated 2025
Verified since: December, 2024

4.8 out of 5

30 reviews


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

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).

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