client charter

OUR PROMISE TO YOU

You are the most important part of our business and we’ve created a Client Charter outlining our commitment to making your journey with Robson Financial a measurable experience. We aim for the highest standards of service and advice at all times and we’re always looking for ways to improve. You can never stop developing a service business. 

why

Meetings

Meetings are always arranged at your convenience in our office or at your home or place of work. You are more than welcome to invite a friend or family member to sit in on the meeting. Meetings out of office hours can be arranged. We advise against meetings in public places such as coffee shops because we will be discussing your private information.

Journey

We want your experience with Robson Financial to be as easy as possible. Whatever the project, our advisers will be with you every step of the way. We think this will be very helpful when it comes to paperwork and forms.

Goals

Understanding and defining your goals is the mainstay for delivering the best advice. We simplify, perfect and start over until we have absolute clarity and focus. This makes your journey with us a measurable experience and we strive to exceed your expectations.

Standards

We take pride in our work. No matter how big or small the project, our advisers always aim for the highest standards. Nothing is too much trouble. The many positive reviews we get from clients on Facebook will give you an idea of how hard we work.

Security

We are a digital business and the protection of your data is our top priority at all times. The desktop, portable and mobile devices we use are encrypted with passwords and biometric security and complex passwords are changed regularly. Our client data is stored on cloud servers with military-grade encryption. Your data is safe in our hands.

Research

We use the latest technology and software to research the market for the most suitable financial products and services. Our advisers are not motivated by commission and they do not have sales targets. We want to deliver the best service and give you the best outcome.

Clarity

The financial landscape can be confusing and even overwhelming at times. Our advisers will guide you through maze and help you understand. It doesn't matter how long it takes. Your confidence and peace of mind is our business.

Service

Our advisers always aim to exceed your expectations. This means responding to messages and emails quickly; being available at short notice for meetings. Taking time to make you feel important and valued. Team Robson are always connected and always listening - ready to respond. Robson Financial is not a 9 to 5 business. We don't shut the office door at the end of the day. Delivering the best possible service is in our DNA.

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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.