0330 038 8939
Based in Warrington
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: April, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Robert 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
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
50
Recent Client Reviews
Robert has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 50 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: 10 October 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.
2
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 3 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 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Robert 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
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
50
Recent Client Reviews
Robert has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 50 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: 10 October 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.
2
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 3 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 3 first impressions)
I have been with Chartwell since 2016 covering all roles within the financial planning process before moving into an advisory role in 2020 and then becoming a Director in 2024. I specialise in pre and post retirement planning inclusive of retirement income strategy, Inheritance Tax and estate planning, cash flow modelling and holistic financial advice. I hold the diploma in regulated financial planning through the Chartered Insurance Institute and I am currently completing the advanced diploma to obtain chartered status. Please feel free to contact me for a free, non obligatory discussion if you have any financial planning needs.
Offers available through VouchedFor
Contact Robert 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 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.