News & Views

RobMac at 30!

1st September 2022

Birthdays keep rolling round – Happy Birthday 30th to RobMac and our clients.

21st, 25th and now 30th, time waits for no one and here we are celebrating and trying to recall the early days way back in 1992 whilst making plans for the future.

It’s good to blow your own trumpet sometimes and we thought after running a successful business for 30 years we would make a little fanfare. People have come and gone but our core beliefs have never changed, and we continue to put our clients at the very centre of everything we do.

From the outset, we committed to taking the time to understand our clients’ personal and financial situation, helping them to produce and manage their own financial plans for the long term. We continue to review these plans on an annual basis, altering and modifying as appropriate.

None of this can be done without our incredible people. The skill and expertise that they show is second to none and we’ve been fortunate to have such dedicated colleagues.

We continue to focus on financial planning and our key business areas are:

1.       Investments

2.       Pensions and retirement planning

3.       Protection

4.       Mortgage management

5.       Inheritance tax planning

6.       Children’s funds

Fast forwarding to today, we continue with our core philosophies providing financial planning to individuals, families, and small businesses as well as professional services to accountancy and legal firms.

We have exciting succession plans in place about our strategic development and how the story of RobMac will continue. We expect to be able to announce our intentions before the end of the year, possibly as soon as November.

Watch this space!