Robert Dick Email & Phone Number

As times are changing at an alarming pace in the financial world, it is becoming more and more difficult to find someone who will work alongside you for the long term and help you meet your financial objectives by providing tailored and if required sophisticated advice. I have worked in financial services for over 10 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.As a Partner Practice of St. James's Place Wealth Management based in London, my emphasis is on maintaining a long-term relationship with my clients to provide them with a source of trusted advice as their financial needs evolve over the years.Some of the services I discuss and assist with my clients can include:Retirement Planning, Tax Planning, Estate and Trust Planning, Wealth Preservation, Commercial Wealth Management, Offshore Investment Planning and both personal and business protection.I work alongside a number of industry specialists, so regardless of the nature of your needs, a complete Wealth Management sevice is offered to all clients. Visit my website www.barnesrobertson.com for more information, or give me a call on 07968 243 773.Trusts are not regulated by the Financial Conduct Authority.The Partner Practice is an Appointed Representative of and represents only St. James’s Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives. SJP Approved 11/06/2024Barnes Robertson Financial Planning is a trading name of Barnes Robertson Ltd.

Listed skills include Retirement Planning, Investments, Inheritance Tax Planning, Wealth Management, and 17 others.

• 

  St Dominics 6Th Form College