Financial Services

Robison & Co (IFA) Ltd specialise in providing tax-efficient tailored solutions to individuals and companies who value our client specific service.

We provide a long-term strategy created through a regularly reviewed financial plan, which is exclusively tailored to our client's own requirements.

Personal Advice

Robison & Co (IFA) Ltd's personal clients value the individual service that they receive in building their tailored investment and long-term financial planning strategies.

These plans are kept under regular review in order that the objectives are kept on target.

Our Personal Strategic Solutions Include:

• Protection Planning

  Life assurance, Income Protection and Private Medical Insurance

• Investment Planning

  Tax-efficient Investment plans

• Pension Planning

  Personal, Corporate, SIPP and SSAS advice

• Long-Term Care funding

• Inheritance Tax Mitigation

  Estate Planning and Trust Planning

• School and University Fee Planning

  Lump Sum and Regular Saving based planning
  

Corporate Advice

Robison & Co (IFA) Ltd provides professional expertise to small and medium sized companies on all aspects of Employee Benefits and Corporate Financial Advice.

We tailor solutions for key executives and ensure that senior executives have tailor-made, tax-efficient solutions that coincide with their personal aims and objectives.

The FSA does not regulate some forms of Estate Planning and Trust Planning.

Contact us now by using our online enquiry form or here's the telephone number:

 

01730 816022

This site is intended for UK customers only

Robison & Co (IFA) Ltd is an Appointed Representative of Sesame Limited, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427