welcome to robson financial planning
chester | anglesey | leeds




creating | managing | protecting




Phil Robson

Financial Planning

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

Statement of Professional Standing

Ceri Wyn Jones

Mortgage & Protection

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.

Claire Williams

Mortgage & Protection

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.

Adam Jones-Owen

Mortgage & Protection

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.

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