mikerobinson

Mike Robinson

DiPFA

I work closely with all of my clients, building a relationship based on trust and an in-depth understanding of their finances. This ensures that I am able to provide the advice that is needed, when it’s needed.

I provide a no obligation comprehensive financial review.

About

Prior to joining St. James's Place, I have had a very successful career of some 28 years working in retail banking and financial services with Lloyds Bank and the Halifax, representing these companies by running their various businesses in South East England and London.

During this time I have achieved many accolades and awards and amassed a wealth of experience in various personal and business financial and banking services. My proudest achievement however is the reputation I have built as a trusted, professional adviser of high integrity who has the ability to explain potentially complex financial products in an easy to understand style.

Along the way, I have also achieved a high level of industry based qualifications, including the diploma of the Personal Finance Society.

By accepting the invitation to join St. James's Place, I have been able to help my clients achieve their goals by offering a wide range of wealth management services of outstanding quality without sacrificing the personal touch.

My aim is to provide you with security now, prosperity in the future and the highest standards of satisfaction in all your dealings with me. I promise to deal with you courteously, professionally and fairly at all times.

I look forward to welcoming you as one of my clients.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 19/05/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.