Roberts Mackie Winstanley

Roberts Mackie Winstanley is a reputable firm of independent financial advisers based in Norwich, serving clients across the United Kingdom. With specialized expertise in investments, pensions, and retirement options, we provide unbiased and unrestricted advice tailored to your specific needs. Our services encompass lifetime financial planning, cash flow modelling, and estate and tax planning. We simplify financial complexities, ensuring your financial investments, pensions, and retirement options are clear and comprehensible. This empowers you to make informed decisions with confidence.

As an authorised and regulated firm by the Financial Conduct Authority (FCA), with the Financial Services Register number 439624, Roberts Mackie Winstanley adheres to stringent business practices, systems, and controls that comply with financial services regulations at all times. We invite you to explore our website and should you require assistance with any financial matter, we offer a complimentary initial consultation. Our office provides parking and wheelchair accessibility for your convenience.

At Roberts Mackie Winstanley, we prioritize security. We have obtained Cyber Essentials certification to safeguard our systems and client data. To further enhance your protection, we supply security guides in our 'Keep Safe' section. The 'Little Book of Big Scams' by the Metropolitan Police is particularly informative, shedding light on potential scams and offering protective measures.

Our Services

As independent financial advisers, Roberts Mackie Winstanley is at liberty to recommend financial products from every product provider. Our comprehensive financial advice service encompasses the following areas:

1. Investments: As independent financial advisers, we objectively evaluate a diverse range of investment options to create a bespoke portfolio aligned with your financial objectives and risk tolerance.

2. Pensions: Our expertise extends to navigating the complexities of pension schemes, enabling us to optimise your retirement savings and devise a tax-efficient retirement strategy.

3. Retirement Options: We guide you through the multitude of retirement income options, ensuring you select the most suitable arrangement to meet your evolving needs.

4. Lifetime Financial Planning & Cash Flow Modelling: We offer sophisticated lifetime financial planning and cash flow modelling services, providing a strategic roadmap for your financial future.

5. Estate & Tax Planning: We collaborate with your legal and tax advisers to devise tax-efficient estate planning strategies that protect and transfer your wealth in accordance with your wishes.

Please CLICK HERE to learn more about our services.

Our Team & Approach

Our accomplished team of financial advisers is led by Andy Mackie, who established the firm in 1994. Since then, we have expanded our expertise to address a wide range of financial planning requirements. Our commitment to independence ensures we provide unbiased advice, drawing upon products from the entire market.

At Roberts Mackie Winstanley, we take pride in delivering a personalised service. We listen, understand your aspirations, and provide unbiased advice to manage your finances effectively. Our approach is flexible, transparent, and jargon-free. We take the time to explain complex financial concepts clearly and concisely, eliminating unnecessary paperwork and ensuring you have ample time to consider your options.

Client Login

Roberts Mackie Winstanley clients benefit from access to our Personal Finance Portal (PFP), our online client portal. LOGIN HERE