Robson Financial Planning is a firm of independent financial advisers based in Chester, Anglesey and Leeds. We provide financial planning services and independent financial advice to personal and business clients throughout the United Kingdom.
We are an appointed representative of TenetConnect Limited, which is part of the Tenet Group. Independent Financial Advisers (IFA) can be directly authorised by the Financial Conduct Authority (FCA) or by a Network like Tenet. In their role as Network Principal, Tenet provides business support and compliance services to Robson Financial.
We aim to help our clients achieve their desired future lifestyle by developing a detailed Financial Plan using powerful Voyant technology. We can help clients to analyse their current situation, to define their objectives for the future and to develop and implement a Financial Plan that makes best use of available resources to achieve their objectives. Where a need for further advice is identified, we research the whole market and formulate suitable recommendations.
welcome to robson financial planning
chester | anglesey | leeds
We are focused on understanding our clients’ needs and providing peace of mind through creative thinking and a determination to provide the highest quality service at a competitive price. Financial planning should be accessible, simple and affordable. In a world that is constantly changing, it must be responsive and well thought out.#TEAMROBSON
Financial planning in simple terms is about creating, managing and protecting wealth. Wealth creation comes through good investment advice and tax planning; wealth management comes from adaptable financial planning and ongoing proactive service; wealth protection comes from understanding and responding to risks. At the heart of every report, every piece of advice, sits the basic principle that we are creating, managing and protecting wealth. This is what we do - this is the meaning of independent financial advice.
- Tax treatment is based on individual circumstances and may be subject to change in the future.
- The Financial Conduct Authority does not regulate tax planning.
- The value of investments and the income from them can go down. You may not get back the original amount invested.
creating | managing | protecting
WORKING WITH #TEAMROBSON
We are looking for experienced and qualified advisers to join #teamrobson. You must have worked in financial services for at least 5 years. Mortgage advisers must be CeMap qualified and Financial Adviser must have the Diploma in Financial Planning. We are currently unable to offer training opportunities. We do not have any current vacancies for administrative or para-planning roles but you are welcome to send your CV. If you are coming to the end of your career and you would like to sell your business, we want to talk to you.
My career in financial services started in 1997 when I worked as an office junior for a local IFA. I qualified as Trainee Adviser in 1999. I completed my training at Frenkel Topping in Manchester. They gave me a fantastic start in financial services, which enabled me to create Robson Financial in 2002. I’m a keen photographer in my spare time and member of Chester Grosvenor Round Table.
> Diploma in Business & Finance
> Financial Planning Certificate
> Diploma in Financial Planning
I have worked in financial services for over 16 years. For the first 7 years I worked within one of the largest banking organisations in the world and worked my way up to branch manager. I have specialised in mortgages and protection for the last 9 years and enjoy helping people with the whole home buying process. I pride myself in providing clear, honest advice and giving clients the type of service I would expect myself. I am passionate about what I do and this has enabled me to build long standing and loyal clients over the years. I am married with one daughter and family life is very important to me. I am fluent in both Welsh and English.
I began my career in Financial Services in 1998 for a Building Society, promoted to Branch Manager in 2001. This is when I started my career as a Mortgage Consultant. I pride myself on providing professional and honest advice with a very high level of customer service and believe every client deserves the best service. Joining Robson Financial has been a great career and lifestyle change. I no longer work for a specific lender or organisation, I work for my clients. I live with my husband and daughter and enjoy spending quality time with my family. I am fluent in both Welsh and English.
I have worked in financial services for over 12 years, in various advice and customer service roles at a local building society and more recently as a Mortgage Consultant and Area Sales Manager within a large mortgage brokerage. I have been a fully qualified Mortgage Consultant for over 6 years, and as an expert in the house buying process I enjoy nothing more than to help a client to find and secure their perfect property, then source the best mortgage and protection products from the market, always on hand throughout the entire process. Outside of work I enjoy holidays and travelling, and follow the Formula 1 racing championships excitedly! I’m also passionate about languages, speaking Welsh, English and German fluently.