financial advice

ROBSON FINANCIAL PLANNING

We are a firm of independent financial advisers based in Chester and Anglesey. We can help you achieve your lifetime goals by providing advice on financial products and services. For example, you might want to save for retirement or change your mortgage deal. Moreover, we believe in simplicity, clarity, and value. We think financial advice can be easy and affordable. But it must also be responsive and well thought out.

The Personal Finance Portal launches on 1 October 2019 for subscribers to our Money Management Service. This is our ongoing service and advice package for creating, managing and protecting wealth.

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service

We aim to exceed your expectations for service and advice at all times.

advice

Our advice is free from jargon and unbiased.

value

We guarantee the fee you pay at the start of the advice journey.

technology

We use the latest software and technology to enhance our service and advice.

experience

Our advisers have more than 70 years combined experience in financial services.

support

We are part of the Tenet Group, which is one of the largest and most secure financial services networks in the UK.

our approach

CREATING | MANAGING | PROTECTING

Financial planning to us means creating, managing and protecting wealth. We do this by building a deep understanding of your life, finances, and goals. This means we can give you financial advice when you need it in plain English and free from jargon.

We use market-leading software tools and technology to enhance our service and advice. For example, Voyant has transformed our approach to financial planning and taken our service and advice to another level.

Financial Advice Pie Chart

mortgage risk

A mortgage is a loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. The Financial Conduct Authority does not regulate most forms of buy to let mortgage.

investment risk

The value of investments and the income from them can go down. You may not get back the original amount invested.

past performance risk

Past performance is not a reliable indicator of future performance.

pension risk

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

tax treatment risk

Tax treatment is based on individual circumstances and may be subject to change in the future.

estate planning risk

The Financial Conduct Authority (FCA) does not regulate tax and estate planning.

Speak to a Financial Adviser today

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team #robson

home smart

MORTGAGE AND PROTECTION

Home Smart is our end-to-end service for homebuyers. We understand the pressures of modern life and with more than 40 years combined experience in banking and finance, our mortgage team are well placed to deliver a first-class service. Moreover, buying a house can be very stressful. We want that pressure on our shoulders so you can focus on more important issues.

We advise on a wide range of mortgage products from across the market. For example, first and second charge mortgages. Moreover, we can recommend exclusive mortgage deals not available on the high street. If you want to increase your existing borrowing, alternative finance options may be available and more appropriate for your needs. For example, a further advance from your existing lender or an unsecured loan such as a personal loan. For those seeking a ‘Retirement Interest Only Mortgage’, a ‘Lifetime Mortgage’ may be available and more appropriate for your needs.

I can recommend this firm with confidence, you won't get a better service anywhere else

financial planning

WITH VOYANT

The Voyant Adviser software is a powerful cash flow modelling tool that has transformed our approach to financial planning. We can forecast your financial life and identify opportunities and risks. It is a fantastic tool for creating, managing and protecting wealth. For example, it can forecast the growth needed from liquid assets to maintain cash flow.

Voyant also works with our new Personal Finance Portal, which launches later this year. We use Voyant to build a Financial Plan that can meet your goals. It is at the core of our ongoing service and advice package. 

team robson

CHESTER AND ANGLESEY

We set up Robson Financial Planning in February 2001. The Financial Planning team are based in Chester with clients across England and Wales. The Mortgage and Protection team are based on the beautiful Isle of Anglesey in the town of Llangefni. Team Robson has more than 70 years of combined experience in financial services and we’re proud of our record of building strong relationships with our clients and delivering outstanding service.

We like to meet clients in person but we can work remotely where necessary. For example, advice by email, Skype and telephone. We can also complete applications for financial products and services remotely and sometimes online.

we are proud of our record of building strong relationships with our clients

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You are now departing from the regulated site of Robson Financial Planning (a trading style of Philip John Robson). Neither Robson Financial Planning nor TenetConnect Ltd network can be responsible for any content created and published solely by a third partly outside out regulated site.
You are now departing from the regulated site of Robson Financial Planning (a trading style of Philip John Robson). Neither Robson Financial Planning nor TenetConnect Ltd network can be responsible for any content created and published solely by a third partly outside out regulated site.
You are now departing from the regulated site of Robson Financial Planning (a trading style of Philip John Robson). Neither Robson Financial Planning nor TenetConnect Ltd network can be responsible for any content created and published solely by a third partly outside out regulated site.
YOU ARE NOW DEPARTING FROM THE REGULATED SITE OF ROBSON FINANCIAL PLANNING (A TRADING STYLE OF PHILIP JOHN ROBSON). NEITHER ROBSON FINANCIAL PLANNING NOR TENETCONNECT LTD NETWORK CAN BE RESPONSIBLE FOR ANY CONTENT CREATED AND PUBLISHED SOLELY BY A THIRD PARTY OUTSIDE OUR REGULATED SITE.