HomeFinancial Planners › David Robertson

Based at

Amber River East Anglia


Chartered Financial Adviser

Serving clients in

East Anglia, Essex, Suffolk

David Robertson

Chartered Financial Adviser

David has been in the financial services sector since 2015. Having qualified as an adviser in 2017, he went on to achieve Chartered status in January 2020.

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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Talk to David, call Amber River today

Talk to David, call Amber River today

0800 915 0000

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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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