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  • What we cover
  • Protecting family, income and debts
  • Investing for income or growth
  • Investment review
  • Planning for retirement
  • Your living in retirement options
  • Mitigating inheritance tax
  • General tax and estate planning
  • Useful Downloads
  • Sample Financial Plan
  • About our services
  • Fact Find
  • Voyant Data Capture
  • Investment Risk Questionnaire
  • Letter of Authority
  • Brochure

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Money Management Service

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  • service package
  • Financial Review
  • Financial Updates
  • Investment Maintenance
  • Adviser Support
  • Client Portal
  • Useful Downloads
  • Sample Financial Plan
  • About our services
  • Fact Find
  • Voyant Data Capture
  • Investment Risk Questionnaire
  • Letter of Authority
  • Brochure

MONEYMANAGEMENTSERVICE

financial advice | ongoing service package

The Money Management Service is our ongoing advice and service package for creating, managing and protecting wealth.

The service is typically suited to clients that have £50,000 or more to invest [or invested]. The Money Management Service can be cancelled at any time without notice or penalty. The services features are set out below.

Investment Version | Tax & Strategy Version

Your Financial Plan needs space to grow and adapt to new legislation and changes in your life. We recommend a Review at the end of every Plan Year or following a material change in your circumstances or objectives. We provide ongoing financial advice through our Financial Planning Service.

Download a sample Financial Plan

use our Interactive feature to schedule a Financial Review

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  • The Financial Conduct Authority (FCA) does not regulate tax and estate planning.
  • 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.
  • The value of investments and the income from them can go down. You may not get back the original amount invested.
  • Tax treatment is based on individual circumstances and may be subject to change in the future

MORTGAGESERVICE

financial advice | ongoing service package

Arranging a mortgage can be a stressful process and with hundreds of options in the market, finding the most suitable deal often requires professional help. Our mortgage team based on Anglesey are committed to providing the highest quality service at the a competitive price

We also go the extra mile with our Home Start Service. We can help you find a house, negotiate with agents and work with solicitors to get you across the threshold as quickly and efficiently as possible.

We can also help professional investors in the buy-to-let market and remortgage clients.

We charge a typical fixed fee of £299 at the point of application. You can read more about our services and costs by downloading our Important Information About our Services and Costs.

  • 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.
  • For mortgages, we charge a typical fee of £299 which is payable on applicable and we may also be paid commission from the lender for arranging the mortgage.
  • Most forms of Buy-To-Let mortgage are not regulated by the Financial Conduct Authority.
  • Think carefully before securing other debts against your home.
  • Mortgage deals may not be available and lending is subject to individual circumstances and status.

#teamrobson works closely with Haf Jones & Pegler - a leading estate agent serving Bangor, Caernarfon, Anglesey and surrounding areas. They are a proactive and innovative business that uses the latest technology and marketing techniques to serve their clients' needs. We share their values and goals.

Quick Contact

Quick Contact



See our Data Protection policy in the website footer
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  • What we cover
  • First-time buyers
  • Adverse credit
  • Mortgages and remortgages
  • Buy to lets
  • Second charge lending
  • Debt consolidation
  • Mortgage insurance
  • Useful Downloads
  • About our services

Quick Contact

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See our Data Protection policy in the website footer
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  • What we cover
  • Business protection
  • Shareholder protection
  • Key person insurance
  • Death in service benefit
  • Tax planning
  • Employee benefits
  • Corporate investments
  • Corporate pensions
  • Useful Downloads
  • About our services
  • Auto Enrolment Guide

BUSINESSSERVICE

financial advice | ongoing service package

Auto enrolment is a major challenge to all employers and with over 500 pages of rules and regulations, professional help is often required. Employers must provide a workplace pension and automatically enrol eligible employees by their stating date or at the end of the postponement period. The pension scheme must be registered with The Pensions Regulator and it must meet the minimum compliance requirements. Failure to comply could results in substantial penalties.

We offer a cost effective fixed fee solution in two parts: scheme start up and scheme management. We recommend the most suitable pension scheme for your business after due consultation and then set it up correctly. Once you are up and running, we can offer ongoing support services [optional] to help your business manage the extra workload and compliance responsibilities. This usually means working closely with your payroll supervisor and/or accountant.

If you would like more information on how we can help your business, please contact us using the auto enrolment enquiry form or Interactive feature.

  • The Financial Conduct Authority does not regulate auto enrolment.
  • The Pensions Regulator is the statutory regulator for workplace pensions.
  • 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.
  • The value of investments and the income from them can go down. You may not get back the original amount invested.
  • Tax treatment is based on individual circumstances and may be subject to change in the future.