Philip Roberts
Vita
0292 227 9219
Based in Cardiff
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: February, 2023
Whole of Market Protection Adviser
Philip is a whole of market Protection Adviser, meaning Philip can advise across a wide range of insurance products in the market. It’s important to ask if Philip checks providers’ direct only deals.
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Authorised by Firm
The firm this adviser works for is FCA regulated and has confirmed that this adviser is authorised to provide protection advice
Last checked: 13 March 2025
The firm this adviser works for is FCA regulated and has confirmed that this adviser is authorised to provide protection advice
36
Recent Client Reviews
Philip has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 36 client reviews in the past 12 months; 100% of these have been verified
Whole of Market Protection Adviser
Philip is a whole of market Protection Adviser, meaning Philip can advise across a wide range of insurance products in the market. It’s important to ask if Philip checks providers’ direct only deals.
Last checked: 10 March 2025
Philip is a whole of market Protection Adviser, meaning Philip can advise across a wide range of insurance products in the market. It’s important to ask if Philip checks providers’ direct only deals.
1
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Authorised by Firm
The firm this adviser works for is FCA regulated and has confirmed that this adviser is authorised to provide protection advice
Last checked: 13 March 2025
The firm this adviser works for is FCA regulated and has confirmed that this adviser is authorised to provide protection advice
36
Recent Client Reviews
Philip has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 36 client reviews in the past 12 months; 100% of these have been verified
Whole of Market Protection Adviser
Philip is a whole of market Protection Adviser, meaning Philip can advise across a wide range of insurance products in the market. It’s important to ask if Philip checks providers’ direct only deals.
Last checked: 10 March 2025
Philip is a whole of market Protection Adviser, meaning Philip can advise across a wide range of insurance products in the market. It’s important to ask if Philip checks providers’ direct only deals.
1
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 3 first impressions)
Hi, my name is Phil Roberts and I’m one of the Senior Advisers here at Vita. With over 30 years experiences in financial services and over 11 years here at Vita, my passion and expertise is in helping customers to protect the most important things in their lives – their family, their home, their businesses and most importantly, their income. Whilst life insurance is important, other policies such as Income Protection and Critical Illness Cover are often more relevant but perceived by customers as being more complex. My extensive knowledge and experience enables me to explain in plain English the reasons and benefits for having such covers, ensuring more people get protected with the policies that stand the highest chance of being claimed upon. I further specialise in areas of Health & Lifestyle disclosures which may make it initially tricky for clients to acquire cover. I can find solutions for anyone aged between 18-80 years old, so look forward to helping you find the right policy 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 Philip's clients
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