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Serving clients in
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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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.
What our clients say
VM, Cambridge
Peter has always been communicative. He made us feel comfortable that they are showing due diligence with our ability to save and minimise risks of potential loses and held regular review meetings in person with us. We could not have wished for more.
Peter has always been communicative. He made us feel comfortable that they are showing due diligence with our ability to save and minimise risks of potential loses and held regular review meetings in person with us. We could not have wished for more.VM, Cambridge
Mrs J & Mr TB, Essex
I would recommend Mike Greely to anyone, I have implicit faith and trust in his judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.
I would recommend Mike Greely to anyone, I have implicit faith and trust in his judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.Mrs J & Mr TB, Essex
CR, Middlesex
Michael Greely has been my financial adviser for several years. I am extremely pleased with the advice he has given and my savings have thrived. I regard Michael now as a friend. I know I can call on him for help and advice at any time and that he will get back to me with clear advice promptly.
Michael Greely has been my financial adviser for several years. I am extremely pleased with the advice he has given and my savings have thrived. I regard Michael now as a friend. I know I can call on him for help and advice at any time and that he will get back to me with clear advice promptly.CR, Middlesex
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