Description
Robertson’s Wealth Management is an independent financial advisory firm specialising in retirement planning, pension advice, and wealth management for individuals, families, and business owners across the UK.
Led by Chartered Financial Adviser David Robertson, with over nine years of experience, we provide whole-of-market, independent advice — meaning we are not tied to any specific provider and every recommendation is made entirely in your best interest.
We help clients consolidate and review existing pensions, plan for retirement, invest tax-efficiently, and protect their wealth for future generations. Whether you are approaching retirement, have old workplace pensions sitting untouched, or are a business owner looking to structure your finances more efficiently, we provide clear, jargon-free guidance tailored entirely to your goals.
we serve clients across the UK — with a focus on Newcastle, the North East and Essex — we offer meetings both in person and via video call, making expert independent financial advice accessible wherever you are.
To book a free, no-obligation initial consultation, visit robertsonswm.co.uk or call us today.
AMENITIES
- financial advice
- financial plan
- financial plans
- pension advice
- retirement planning
- wealth management
- inheritance tax planning
- pension consolidation