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East Anglia, Essex, Suffolk
David Robertson
Chartered Financial Adviser
In addition to being a Chartered Financial Adviser, David holds the Advanced Diploma in Financial Advice and is a specialist in pension transfers, long term care and later life planning. He also holds certification in both mortgage advice and regulated equity release.
David has developed strong relationships with other professionals, which enables him to help clients access other services through referrals to his wider network.
Having worked for two of the largest financial advice networks in the UK, he has benefitted from industry-leading training and thoroughly understands the journey that clients go on when receiving financial advice.
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Articles related to David and his team
Investing in the ‘age of inflation’
Mike Greely explores some of the reasons behind the market turbulence, and explains why patience and portfolio positioning can help investors
Mike Greely: piecing together the investment puzzle
For Mike Greely of Amber River’s Colchester team, understanding the factors that drive investment returns is not just part of his day job – it’s more of a lifelong passion
Find out more about David and our East Anglia team
Bringing together three of East Anglia’s leading independent financial advice firms, our Colchester and Ipswich teams all hold Corporate Chartered Financial Planner status from the Chartered Insurance Institute (CII) – the gold standard for financial planning firms in the UK.
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