Robson Lister

Who We Are

At Robson Lister Wealth Management, we are a team of experienced and Chartered Financial Planners dedicated to providing impartial and independent financial planning advice to individuals, companies, and trusts. With a shared commitment to excellence, we pride ourselves on our strong reputation for delivering bespoke solutions that cater to the unique needs of our clients. Our relationships with clients are built on trust, transparency, and a deep understanding of their goals and aspirations.

Our Values

At the heart of our business is a set of core values that guide our approach to financial planning. We believe that our role is not just to provide financial guidance, but to build long-term relationships with our clients, founded on trust, honesty, and expertise. Our values are rooted in a deep respect for our clients, our team, and the communities we serve.

What We Do

As Chartered Financial Planners, we offer a comprehensive range of financial planning services designed to help individuals, families, and businesses achieve their long-term goals. Our expertise spans investment management, tax planning, retirement planning, business sale and succession planning, and employee benefits. We take a holistic approach to financial planning, considering every aspect of a client's financial situation to provide tailored advice that meets their unique needs.

Advice and Process

At Robson Lister, we pride ourselves on our transparent and client-centric approach to financial planning. We work closely with our clients to understand their goals, risk tolerance, and aspirations. We then use this information to create a comprehensive plan that outlines our proposed strategy and the steps we will take to achieve our clients' objectives. Our team of experienced advisers will work closely with you to ensure that our plan is implemented effectively, providing ongoing support and guidance every step of the way.

Why Choose Us

So why choose Robson Lister Wealth Management? Simple: our commitment to excellence, our passion for delivering exceptional service, and our dedication to building long-term relationships with our clients. Our team of experienced Chartered Financial Planners understands that every client is unique, with their own set of financial goals, aspirations, and challenges. We take the time to listen, to understand, and to create bespoke solutions that meet our clients' needs.

Our Team

At Robson Lister, we believe that our strength lies in our people. Our team of experienced and qualified advisers is dedicated to providing exceptional service and guidance to our clients. Meet some of our team members below.

• Ian Robinson, Chartered Financial Planner: With over 35 years of financial services experience, Ian has advised on a wide range of personal and corporate financial planning matters, including retirement planning, pensions, investments, and tax planning.
• Stephen Roberts, Chartered Financial Planner: With thirty-five years of experience in the financial services industry, Stephen has advised numerous business owners on their financial planning needs, including exit strategies for selling their business and long-term capital allocation and tax planning strategies.

Case Studies

At Robson Lister, we believe that our success is evident in the stories of our clients. We invite you to explore our case studies, which provide a glimpse into the work we have done for various clients and the impact it has had on their financial lives.

Resources

We understand that financial planning can be complex and overwhelming. That's why we've compiled a range of resources to help you make informed decisions about your financial future. From news and market updates to expert advice and guidance, our resources are designed to educate and inform.