Business Details
25 Years
experience
Trusted Financial Advisers in Hove
Robson Lister, now part of Shackleton, has been dedicated to providing independent financial advice since its establishment in 2001. Our team of Chartered Financial Planners is committed to delivering impartial guidance tailored to individual client needs, with a focus on integrity and professionalism. We specialise in retirement planning, investment management, tax efficiency strategies, and wealth protection for individuals, companies, and trusts. Based in Sutton Coldfield, our advisers manage 350 million in assets under management while maintaining the same trusted relationships with clients, including multi-generational families.As part of Shackleton, we combine our local expertise with national resources to enhance our service offering while adhering to the strict Code of Ethics governing all Personal Finance Society members. Our acquisition by Shackleton in November 2024 strengthens our ability to deliver exceptional client service across the UK.
Services
Retirement Planning
Investment Management
Tax Planning
Employee Benefits
Wealth Protection
Business Owner Advice
Pension Planning
Wealth Transfer
Later Life Planning
Details
- Year established: 2001
Highlights and features
- We have 23 years of experience in independent financial planning since 2001
- Our team holds Chartered Financial Planner status, the highest professional designation
- We maintain the same trusted client relationships post-acquisition by Shackleton
- All advisers adhere to the Personal Finance Society's strict Code of Ethics
- We manage 350 million in assets under management with proven expertise
Associations and certifications
- Chartered Financial Planners
- Personal Finance Society
- Financial Conduct Authority (FCA)
Services
Retirement Planning
Our retirement planning service helps clients achieve financial security in their later years. We specialise in pension strategies, income planning, and tax-efficient withdrawals while considering changing life circumstances. With sophisticated cashflow modelling tools, we create tailored plans that balance current enjoyment with future security, ensuring clients can confidently navigate different retirement stages while maintaining financial stability throughout their retirement years.
Investment Management
We offer diversified investment solutions combining active and passive strategies across global markets. Our approach focuses on risk management through multi-asset portfolios while maintaining cost-efficiency. We tailor investment strategies to individual risk profiles and financial goals, continuously monitoring and adjusting portfolios to maintain alignment with client objectives and market conditions, ensuring optimal long-term growth potential.
Tax Planning
Our tax planning service identifies legitimate opportunities to minimise tax liabilities across various financial scenarios. We specialise in inheritance tax mitigation, capital gains tax reduction, and pension tax efficiency strategies. By staying current with legislative changes, we help clients implement compliant solutions that maximise after-tax returns while ensuring adherence to HMRC regulations and maintaining full transparency in all tax-related matters.
Employee Benefits
We design comprehensive employee benefit packages including pension schemes, health insurance, and protection plans. Our services help businesses attract and retain talent through competitive benefits while managing costs effectively. We provide ongoing support for auto-enrolment compliance, scheme governance, and market reviews to ensure benefit programs remain relevant and cost-effective for both employers and employees.
Business Owner Advice
Tailored financial solutions for business owners covering succession planning, asset protection, and exit strategies. We help entrepreneurs achieve financial independence through cashflow forecasting and business valuation planning. Our services include key person insurance, shareholder protection, and strategic pension planning to ensure business owners can transition smoothly while safeguarding their financial legacy.
People
Stephen Roberts
Head of Financial Planning West Midlands & Chartered Financial Planner
With extensive experience in financial planning, Stephen leads our West Midlands team as a Chartered Financial Planner, delivering expert advice to clients in Sutton Coldfield.
Ian Robinson
Chartered Financial Planner
Ian provides specialist financial planning services in Sutton Coldfield, combining technical expertise with a client-focused approach to deliver tailored investment solutions.
Julie Cattell
Chartered Financial Planner
As a Chartered Financial Planner in Sutton Coldfield, Julie offers comprehensive financial advice with a focus on retirement planning and wealth management strategies.
Ben Cornwell
Chartered Financial Planner
Ben specialises in providing financial planning solutions to individuals and businesses in Sutton Coldfield, holding the prestigious Chartered Financial Planner designation.
George Claverton
Financial Adviser
George supports clients with financial planning needs in Sutton Coldfield, working alongside senior advisers to deliver comprehensive wealth management solutions.
Questions
What financial services do you offer?
We provide retirement planning, investment management, tax planning, employee benefits, and business owner advisory services tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate under Shackleton Advisers Limited, which is authorised and regulated by the Financial Conduct Authority (FCA number 163291).
How does the advisory process work?
Our process begins with understanding your financial situation, followed by creating a tailored plan, implementing strategies, and regular reviews to ensure ongoing alignment with your goals.
Can I get help with pension transfers?
Yes, our Chartered Financial Planners specialise in pension consolidation, transfer analysis, and retirement income planning to optimise your pension arrangements.
Do you offer business protection services?
We provide business protection solutions including key person insurance and shareholder protection to safeguard business interests against unforeseen circumstances.
How are investment decisions made?
Investment strategies are tailored to your risk profile, combining active and passive approaches across global markets with ongoing monitoring and adjustments as needed.
