Robson Macintosh is an Independent Financial Advice company based in the West End of Edinburgh. As FSA-regulated Independent Financial Advisers we are committed to delivering a quality customer service. We have built our business by establishing long term relationships with our personal and corporate clients, offering high standards of general and specialist financial planning advice.
|Address||32B Townhill Rd|
|Phone Number||013 8373 0902|
From Our Website
While the world and its financial markets, products and regulations have changed regularly, and sometimes dramatically, over this period the principles that were founded on have not. We value every client, those that have aged with us, their children, friends and the many others that have joined on the way. We listen closely to your every requirement, research the market fully and then put in place the best financial plans to match your every need, now and in the future. We are slowly settling in our new place.
We hope you will think so as well. We were formed on the basis that you are at the centre of everything we do. That demands the best service, attention to detail and to be fully focused to meet all of your requirements at all times. I joined RobMac in 1994 and became a Director in 2006. My role includes developing the strategic direction of the company, business development and I look after a number of longstanding clients, assisted day to day by my PA Stewart Hagart and the rest of the team (Arron Raiker and Janis Reid).
We know from many years of experience that our clients have concerns regarding retirement planning, its associated costs, complexities and connotations. Over this time there have been many changes to pensions from employment, those saved for privately and 'state pensions' provided by government. There are also significant flexibilities in how you may receive benefits in retirement. Together we conduct a thorough analysis of your current situation and aspirations - the suitability of your existing pension provision, the amount of money you need to live comfortably for the rest of your life, the flexibilities and options that you have, and the future welfare considerations of your family.
What is certain is that in the course of your lifetime you will experience many situations that require financial planning which are not 'day to day'. At RobMac we have been assisting our clients with a wide range of financial planning requirements for 25 years. We know the types of issues you may be faced with at different stages of your life and those that you have a desire to plan for. We will also highlight others that may be beneficial to you in line with your personal circumstances. Registered in Scotland No. - SC232903.
Things change over a 25 year period, particularly our financial needs and what we can do to best address them. There will be years we class as good and those less so as our lives develop. History shows that will always be the case. We formed in 1992 on the premise that whatever was happening in the world our clients would be at the centre of everything we do. We fully focus on your requirements and use the latest technology and best market research to source the best investment opportunities for you.
We have delivered countless successful outcomes over many years for the employed, self-employed, first time buyers or those heading into retirement. We are also specialists in supporting self-build and commercial projects, as well as those looking for buy to let purchases or seeking re-mortgaging and equity release options from existing property holdings. Mortgage management is what we do. Unlike many others our service does not stop here. We proactively contact our clients prior to the expiry of their mortgage products with a view to identifying savings that could be made by replacing them.