Robbie MacKillop

In my role as an Independent Financial Adviser, I provide professional, independent and bespoke financial advice to both individual and corporate clients. I pride myself on my honest and professional approach when dealing with all clients, which I believe is key to any good relationship. During my time working for a major UK financial institution, my clients included high net worth individuals and businesses ranging from sole traders to large corporates with turnovers of £25m+. I have worked with high net worth clients for many years and have always been successful in building and developing strong relationships with my clients. I am currently working towards achieving ‘Chartered Financial Planner’ status which is a qualification that reflects the highest level of ethics, expertise and knowledge within the financial planning industry. I currently hold the Diploma in Regulated Financial Planning and am a member of the Professional Finance Society. I have clients across the whole of the UK and can assist with the following key areas: Private Clients • Retirement & Wealth Planning: Creation of retirement plans, encompassing both pension and non-pension investments including maximising allowances for those in higher and additional rate tax bands. • At Retirement Strategies: Income access and creation solutions for clients who may be considering full or partial retirement with a focus on tax efficiency and income sustainability including detailed cashflow modelling. • Inheritance Tax Planning (IHT): Creation of IHT planning and mitigation strategies, putting the control and access requirements of the client’s estate at the heart of any recommendation. Corporate clients • Group Benefits: For clients who wish to introduce additional benefits for their employees such as death in service and group income protection. • Corporate Pensions: Guidance through the complex landscape of auto-enrolment and providing a full service from scheme creation, replacement, and management, ensuring that the process is as straightforward as it can be. • Corporate Protection: Review of existing arrangements and the creation of a business continuity plan, from shareholder protection to ensuring that businesses do not suffer financially by the loss of a key person. Personal Life Away from work, I’m a proud dad of three children who keep me busy. I love football and I’m a keen golfer. I 'enjoy' some running and gym time to try and keep some level of fitness.