Our Services

The Robson Macintosh Experience

An in-depth investment process underlies the Robson Macintosh business. Your business is our business. Our 8 step process reflects that, working in partnership with you every step of the way. It has been designed to provide you with thorough, secure and transparent financial planning, active to your needs now and in the future.

Step 1
We will sit down with you for a confidential review of all aspects of your financial affairs. This will run through what your current position is, your needs and your aspirations. We will ask you to prepare in advance for this by completing our financial questionnaire. It is important that this session is as open as possible.  

Step 2
We will understand and agree on your attitude to risk in all aspects of the financial issues that have emerged in Step 1. You may seek preservation of capital or a targeted desire to accumulate a certain level of wealth in the future. Whatever your desires we can form an investment strategy to match up exactly.

Step 3
It is vital that your investments are secure, legal and tax efficient. We will identify and discuss all potential taxation and legal issues that cover our chosen investment strategy    

Step 4
There are a number of different areas of investment products we can invest in. From what has been established so far we can match the different levels that should be apportioned to each 

Step 5
From the thousands of investment funds that are available to us worldwide to match the types of investments established in Step 4 we will recommend and detail to you those specific investment funds that we believe match up best to your requirements.

At this stage you will receive a full written report for your consideration and for further discussion.

Step 6
If you are happy to proceed then we will provide any necessary documents and put in place our recommended actions. We will implement the plan purchasing the funds and setting up appropriate tax and legal agreements pertaining to them. 

Step 7
We will monitor all funds selected to ensure continued suitability. We will contact you at regular intervals to update and proactively recommend and detail to you any changes that we believe to be in your interests.

Step 8
Annual review. We will sit down together at a time to suit to conduct a review of all of your investments and your requirements at this stage. Any changes that have happened to you will be discussed and any new investment strategy implemented as necessary 

It may be that you are simply seeking financial assurance, an alternative to your current adviser, taking stock of your current position or just desire someone to take over the running of your financial affairs.  Whatever your situation Robson Macintosh, through this rigorous process, seeks to maximise all areas of your financial planning at all times.

For full details of all our services see  ‘Financial Advice’,'Investment Management’ and ‘Mortgage Management’.

Financial Advice
Robson Macintosh can advise you on all aspects of your financial planning from which bank account offers you the best returns to the most suitable mortgage plan to investing appropriately for a comfortable retirement.

Our services include:

Investment Advice
Portfolio advice, investment funds, risk analysis, ISA’s, cash management and unit trusts.

Pension advice
Pension reviews, employer/employee advice, SIPP’s, transfer analysis.

Protection
Life assurance, income protection, critical illness, long term care and business assurance

Mortgage Management
House purchase, Buy-to-let, second homes, overseas property

General Services
Will advice, taxation, inheritance, divorce, children’s investments

These services are independent and we are not restricted in our advice to any particular bank, building society, pensions company or investment group.

Our decisions, at all times, are made solely in your best interests.