Robert Mansfield
Rootes Wealth Management Limited
Minimum savings/pensions: Over £50,000
Minimum mortgage: Any amount
0330 038 8942
Based in Tonbridge
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Robert 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
Verified reviews: 100%
Robert has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 04 February 2025
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.
6
Qualifications Uploaded
6 qualification certificates available to view
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Robert has provided information on their typical fees
Robert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
28
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Robert
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 28 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Robert 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
Verified reviews: 100%
Robert has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 04 February 2025
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.
6
Qualifications Uploaded
6 qualification certificates available to view
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Robert has provided information on their typical fees
Robert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
28
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Robert
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 28 first impressions)
I've worked in financial services for over 10 years now and I specialise in pensions and investments. I have worked up from being a pensions administrator to adviser support onto becoming an adviser, then head of an investment committee to now starting my own firm. I take great pleasure in working with clients to help them understand what they have built up to date, where they're headed and what can be done to help them achieve their goals. I don't just look to advise but also to educate and demonstrate my knowledge and how I will represent your best interests. Away from work, I live in West Kent with my wife and two children. I am currently the Chair for Tonbridge Line Commuters, a passenger watchdog who strive for better rail services for our local community. I am also editor of Hildenborough's Keys Magazine. Keys is the Parish magazine for St John's Church and provides church and community news to 2,400 homes each month for free.
Offers available through VouchedFor
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£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
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Rootes Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered Number 998007.