0330 038 8941
Based in Yeovil
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FCA status: Certified by Firm
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Last checked: 10 April 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Recent Client Reviews
Robert has not received any client reviews in the past 12 months
Robert has not received any reviews in the last 12 months
Robert has not received any client reviews in the past 12 months
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: 01 December 2023
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.
1
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 17 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 17 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Last checked: 10 April 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
Recent Client Reviews
Robert has not received any client reviews in the past 12 months
Robert has not received any reviews in the last 12 months
Robert has not received any client reviews in the past 12 months
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: 01 December 2023
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.
1
Qualifications Uploaded
Robert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 17 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 17 first impressions)
I am passionate about my work and I care about my clients. I very much see my role as ensuring each client has a plan or strategy to become financially secure. I have over 25 years experience providing financial advice to companies and individuals on pensions, investments, long term care and lifetime mortgages. I have the benefit of working for AFH Wealth Management, who have more than 250 advisers nationwide, and is one of the UK’s leading independent financial advisory and wealth management firms. Our dedicated teams of in-house specialists include financial analysts, administrators, and portfolio managers. They are all at hand to support me in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives. Through AFH, I can offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, business support, mortgage advice*, protection planning, succession planning* and tax solutions.
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
Mortgage value
Savings
Clients' level of financial expertise
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