Roberts Clark Independent Financial Solutions Ltd
Prosperity House, Water Street, Burntwood, Staffordshire, WS7 1AN (Show me directions) Show Map
Profile
Independent Financial Adviser of the Year Award Winners For 5 Years in succession. Local, Family Owned.
Trade Bodies / Associations
Authorised and regulated in UK and Spain by the Financial Services Authority. Financial Supporters of the Financial Ombudsman Scheme and Financial Services Compensation Scheme. Full complaints procedure and full professional indemnity insurance.
Qualified Members (Over 40 advanced Examinations): Chartered Financial Planners, Fellows of the Personal Finance Society, Associates of the Chartered Insurance Institute, Associates of the Compliance Institute, Certified Mortgage Planners.
Winners - Online IFA of the Year 2004, 2005, 2006, Runners Up 2002, 2003.
Winners - Pension IFA of the Year 2006, Winners Overall IFA of the Year and runner up twice, Runners up Protection IFA of the Year twice 2002, 2006.
Winners - Critical Illness IFA of the Year 2005 - all at Financial Times Business Financial Adviser Life and Pensions Awards plus another 8 national and international awards.
Specialist Services
Winner of the Online Financial Adviser of the Year, Overall Financial Adviser of the Year, Pensions IFA of the Year, Critiical Illness IFA of the Year plus another 8 awards in four years and Finance Mentors to BBC TV's "Pay off Your Mortgage" program, make us the leading, smaller adviser in the UK. In addition, we now have a Spanish office helping people when retired in the sun. A family owned, husband and wife business, means you are looked after by the owners, who really do care about you and your money. No hidden fees or commissions. We are also to of the highest qualified advisers in the UK. We are cheaper than most IFAs as we quote a fixed fee/commission and reinvest excess commissions, we are not 'commission chasers'. We just want to help people understand their money and not get caught. We are a 'Jargon Free' zone. Sound to good to be true? Try us out - 1st meeting FREE.