About Mike robertson associates ltd
Mike Robertson Associates Ltd: Your Trusted Independent Financial Advisers
Mike Robertson Associates Ltd is a leading independent financial advisory firm based in East Sussex, near Eastbourne and Hastings. With over 30 years of experience in the industry, we have been providing expert financial advice to clients across the UK.
As independent financial advisers (IFAs), we are not tied to any particular product or provider. This means that we can offer unbiased advice tailored to your individual needs and circumstances. Our team of highly qualified professionals has extensive knowledge and expertise in all areas of finance, including investments, pensions, mortgages, protection insurance and inheritance tax planning.
At Mike Robertson Associates Ltd, we believe that financial planning should be about more than just numbers. We take a holistic approach to our clients' finances by considering their lifestyle goals and aspirations as well as their current situation. Our aim is to help you achieve your desired lifestyle by creating a bespoke financial plan that takes into account your short-term needs as well as your long-term objectives.
Our Lifestyle Financial Planning process involves getting to know you on a personal level so that we can understand what really matters to you. We will work with you every step of the way to ensure that your plan remains relevant and effective throughout your life journey.
We pride ourselves on our commitment to providing exceptional customer service. Our friendly team is always on hand to answer any questions or concerns you may have about your finances. We also use cutting-edge technology such as cash flow modelling software which allows us to provide accurate projections for future scenarios.
Whether you are looking for advice on retirement planning, investment management or protection insurance, Mike Robertson Associates Ltd can help. Contact us today for a free initial consultation with one of our experienced advisers who will be happy to discuss how we can assist you in achieving your financial goals.
Why Choose Mike Robertson Associates Ltd?
There are many reasons why clients choose Mike Robertson Associates Ltd over other IFAs:
1) Independence - As an independent financial advisory firm, we are not tied to any particular product or provider. This means that we can offer unbiased advice tailored to your individual needs and circumstances.
2) Expertise - Our team of highly qualified professionals has extensive knowledge and expertise in all areas of finance, including investments, pensions, mortgages, protection insurance and inheritance tax planning.
3) Holistic Approach - We take a holistic approach to our clients' finances by considering their lifestyle goals and aspirations as well as their current situation. Our aim is to help you achieve your desired lifestyle by creating a bespoke financial plan that takes into account your short-term needs as well as your long-term objectives.
4) Lifestyle Financial Planning - Our unique Lifestyle Financial Planning process involves getting to know you on a personal level so that we can understand what really matters to you. We will work with you every step of the way to ensure that your plan remains relevant and effective throughout your life journey.
5) Exceptional Customer Service - We pride ourselves on our commitment to providing exceptional customer service. Our friendly team is always on hand to answer any questions or concerns you may have about your finances.
6) Cutting-Edge Technology - We use cutting-edge technology such as cash flow modelling software which allows us to provide accurate projections for future scenarios.
Our Services
At Mike Robertson Associates Ltd, we offer a wide range of services designed to help you achieve your financial goals:
1) Retirement Planning - Whether you are approaching retirement or already retired, we can help you create a retirement plan that meets your income needs while also taking into account factors such as inflation and longevity risk.
2) Investment Management - We offer bespoke investment management services designed around your individual risk profile and investment objectives. Our aim is always to maximise returns while minimising risk.
3) Protection Insurance - Protecting yourself and your loved ones against unforeseen events such as illness or death is essential. We can advise on the most appropriate protection insurance policies to meet your needs.
4) Inheritance Tax Planning - With the right planning, it is possible to reduce or even eliminate inheritance tax liabilities. We can help you create a plan that minimises the impact of inheritance tax on your estate.
5) Mortgages - Whether you are a first-time buyer or looking to remortgage, we can help you find the most suitable mortgage product for your needs.
6) Cash Flow Modelling - Our cash flow modelling software allows us to provide accurate projections for future scenarios. This enables us to create bespoke financial plans that take into account all eventualities.
Conclusion
Mike Robertson Associates Ltd is a leading independent financial advisory firm based in East Sussex, near Eastbourne and Hastings. With over 30 years of experience in the industry, we have been providing expert financial advice to clients across the UK. Our unique Lifestyle Financial Planning process takes into account your lifestyle goals and aspirations as well as your current situation, ensuring that our advice remains relevant and effective throughout your life journey. Contact us today for a free initial consultation with one of our experienced advisers who will be happy to discuss how we can assist you in achieving your financial goals.
mraltd.com