us

stronger together

SINCE 2001

Robson Financial Planning is a small firm of financial advisers with the support of a national company behind us. We are an appointed representative of TenetConnect Ltd. Tenet is one of the largest IFA networks in the UK with significant experience in the financial services sector.

We are based in Chester and Anglesey. Our mortgage business is managed from Anglesey and financial planning from Chester.

Take our Client Satisfaction Survey below or read the latest results.

our values

CREATING | MANAGING | PROTECTING

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.

meet team robson

COMBINED EXPERIENCE

0 Years
Sophie Rowbotham

Fantastic service from Ceri, I wouldn’t have been able to get a mortgage without her. A massive thank you for everything she did for me, going above and beyond.

Anna Evans

Clare helped me get my first mortgage, thank you so much. She was so helpful, nothing was a problem. Great rates, i would highly recommend.

Huw Roberts

Massive thanks to Clare for finding us a mortagage at a very good price! Home visit to sort everything so dont have to take days off for bank appointments. Made the experience so much easier.

Catrin Thomas

We cant thank Ceri enough for helping us to find a mortgage! We were refused a mortgage everywhere we tried due to our awkward circumstances! Without Ceri we wouldnt have picked the keys up for our new home today! She has been efficient, honest and helpful throughout always keeping us informed! Would highly recommend! 🙂 Thank you Ceri your a star!! x

Chrissie Edwards

I'm a first time buyer and found Adam very helpful and honest, I also did a right to buy from council which at times wasn't easy but Adam took the challenge. I'm very happy with the way my mortgage handled and would definitely recommend this company.

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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.

​Mortgage deals may not be available and lending is subject to individual circumstances and status.

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team robson

FREE PARKING

We have ample free parking outside our Anglesey office.

OUT OF HOURS

Our advisers are available for out of hours meetings.

SECURITY

We use the latest technology to keep your personal data safe and secure.

ENVIROMENT

We aim to be a paperless business and client files are stored electronically.

DISCOVERY

The first financial planning meeting or discussion is at our expense.

FEEDBACK

We welcome and appreciate reviews on our Facebook page.

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NEWS AND REVIEWS

tenet group

STRONGER TOGETHER

Tenet is a multi-award-winning financial adviser support group, providing an wide range of services to hundreds of appointed representative and directly authorised financial adviser firms across the UK. We have over 25 years worth of experience, £30m net assets, significant cash reserves. We are robust and here for the long-term.

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Philip J Robson DipPFS

My career in financial services started in 1997 as an Office Junior for a local financial adviser firm. I qualified as a Trainee Adviser in 1999. I started Robson Financial Planning in 2001/2 after completing my training. I also have a hobby business called Robson Photography. I was a member of Round Table for 20 years and I’m still heavily involved in the charitable and social side through various clubs and organisations.

Certificate of Professional Standing

Qualifications:
  • Diploma in Business & Finance
  • Financial Planning Certificate
  • Diploma in Financial Planning

Ceri Wyn Jones CeMAP

I have worked in financial services since 2001. 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 since 2007 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.

Adam Jones Owen CeMAP

I have worked in financial services since 2004, 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 appropriately qualified Mortgage & Protection Consultant since 2009 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.

Claire Williams CeMAP

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.
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.