Since our formation in early 2002, MRA have built up a reputation of providing high quality, face-to-face advice on all aspects of finance. We have invested in the most up to date technology and industry software to ensure that we are in a position to deliver the highest level of financial solutions for our clients. We also employ the services of third party specialists to provide additional support where necessary.
Served areas
- Hastings, Eastbourne, East Sussex, Sussex, South East England
Services
Lifestyle Financial Planning
Report
But what are the benefits of Lifestyle Financial Planning?
Clear understanding of current circumstances and future goals
Clear guidance - what actions to take, when to take them and the implications of doing nothing
Everything explained and presented clearly and plenty of opportunity to ask questions
Greater confidence through increased understanding
Peace of mind that your financial health is being addressed
A sense of direction - providing opportunity to assess progress
Clear understanding of current circumstances and future goals
Clear guidance - what actions to take, when to take them and the implications of doing nothing
Everything explained and presented clearly and plenty of opportunity to ask questions
Greater confidence through increased understanding
Peace of mind that your financial health is being addressed
A sense of direction - providing opportunity to assess progress
Retirement Planning
Report
There is no doubt, the earlier you start planning for a comfortable retirement, the better. But even later in life, there are still a number of options to choose from. As a pension matures, there are decisions to be made about how best to make use of the money that has accumulated.
Which ever stage you are at, we can help you decide which option is best for you. You may have just started work for the first time or need to review your current retirement provision. At MRA we have the expertise to help you make that decision.
Which ever stage you are at, we can help you decide which option is best for you. You may have just started work for the first time or need to review your current retirement provision. At MRA we have the expertise to help you make that decision.
Videos
Mike Robertson Associates Complimentary Initial Financial Planning Consultation
To discuss setting up your complimentary one hour consultation (in-person or via Skype) or any other aspect of your finances, please call 01424 777 156 or email info@mraltd.com
Reviews (16)
Wendy Waddington
May 01, 2020
I first contacted MRA nearly fifteen years ago, and in the time since Mike Robertson and Phil Hassell have given sound financial advice to me, both with regard to my family and to my own retirement planning. They have taken the time over this period to understand my financial situation in detail and, as it has changed, to recommend tailored products which have met specific investment needs - and they have augmented this with more general contextual financial advice. The whole team have been, and continue to be, very helpful.
Heather Adams
Apr 05, 2020
Phil goes to great lengths to explain all his services and to make certain that we understand all aspects of them. This is done in an unhurried and pleasant environment allowing us to speak freely about our requirements His financial knowledge is most valuable in arriving at a beneficial solution for us and our future.
Hazel Hanley
Mar 12, 2020
David Wells
Feb 27, 2020
We have been with MRA for 15 years and without their help and guidance we would not be in the property we have now, being able to retire at 58 in the knowledge that are finances are secure and we have no need to worry about money. They have given us the confidence in knowing we are financially secure and receiving income growth better than inflation. Many thanks to all the great people at MRA.
Richard Hayden
Jan 18, 2020
Very happy to be working with MRA Associates and their friendly approach. Mike and colleagues are happy to listen and understand aims before offering lots of good advice. Meetings and conversations are never rushed. It's good to have access to an ongoing clear and reassuring outline of our financial affairs for the foreseeable future.
Heather Brown
Jan 06, 2020
I never imagined I would make use of a financial advisor but once I took the first step I knew I'd made the right decision. The team at MRA are really helpful, knowledgeable and really seem to understand the concerns I had never having used similar services before. Now 5 years on I feel really comfortable with my financial goals, have confidence for my financial future and have explored some options I would never have considered before.
John Waterman
Dec 22, 2019
14 years ago Alison had to give up work through ill health at 56 years. This had a major impact on our finances which, at best, had always been modest. We realised that we needed to reassess all areas of our life, but money was top of the list. MRA reviewed all our finances, confirmed our goals and reassured us that with the correct realignment of our assets, we could reasonably manage our future monetarily.
Because of their wisdom, our investments have been "bomb proof" throughout the financial crises of the past few years. We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying. The financial world out there is a nightmare - get the experts in! It will cost you as good advice always does but it will cost you a lot more if you get it wrong.
Because of their wisdom, our investments have been "bomb proof" throughout the financial crises of the past few years. We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying. The financial world out there is a nightmare - get the experts in! It will cost you as good advice always does but it will cost you a lot more if you get it wrong.
Paul Begent
Nov 06, 2019
David Wells
Oct 22, 2019
We have been with MRA for 15 years and without their help and guidance we would not be in the property we have now, being able to retire at 58 in the knowledge that are finances are secure and we have no need to worry about money. They have given us the confidence in knowing we are financially secure and receiving income growth better than inflation. Many thanks to all the great people at MRA.
Wendy Waddington
Sep 21, 2019
I first contacted MRA nearly fifteen years ago, and in the time since Mike Robertson and Phil Hassell have given sound financial advice to me, both with regard to my family and to my own retirement planning. They have taken the time over this period to understand my financial situation in detail and, as it has changed, to recommend tailored products which have met specific investment needs - and they have augmented this with more general contextual financial advice. The whole team have been, and continue to be, very helpful.
John Waterman
Aug 22, 2019
14 years ago Alison had to give up work through ill health at 56 years. This had a major impact on our finances which, at best, had always been modest. We realised that we needed to reassess all areas of our life, but money was top of the list.MRA reviewed all our finances, confirmed our goals and reassured us that with the correct realignment of our assets, we could reasonably manage our future monetarily.
Because of their wisdom, our investments have been "bomb proof" throughout the financial crises of the past few years. We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying. The financial world out there is a nightmare - get the experts in! It will cost you as good advice always does but it will cost you a lot more if you get it wrong.
Because of their wisdom, our investments have been "bomb proof" throughout the financial crises of the past few years. We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying. The financial world out there is a nightmare - get the experts in! It will cost you as good advice always does but it will cost you a lot more if you get it wrong.
Heather McNamara
Aug 15, 2019
I never imagined I would make use of a financial advisor but once I took the first step I knew I’d made the right decision. The team at MRA are really helpful, knowledgeable and really seem to understand the concerns I had never having used similar services before. Now 5 years on I feel really comfortable with my financial goals, have confidence for my financial future and have explored some options I would never have considered before.
Mr D.
Thank you for the help you have given me in releasing my pension and the investments you have helped me with. This sum of money will help me change my life for the better and will help me to have financial security for the future. What has impressed me is the continuous help I have had at each stage and the well balanced advice given to me, pointing out all options, and enabling me to make the right decisions for me. I will recommend you to all my close friends, I hope and wish you all well for the future.
Mrs & Mrs W.
We first consulted Mike Robertson when we were at a difficult crossroads in both our personal and financial lives. I had to give up work due to ill health 5 years in advance of the state retirement age. This left us asset rich and cash poor.
Mike investigated all our assets and made recommendations to ensure that our money was working for us in the best way, taking into account our changed circumstances.
This has resulted in us having a regular income which goes a long way toward compensating for the lost salary. Also the investments we have are now giving a very good tax free return in the current market.
Mike is a very pleasant, efficient, professional person to deal with and this is reflected in the team at MRA.
Mike investigated all our assets and made recommendations to ensure that our money was working for us in the best way, taking into account our changed circumstances.
This has resulted in us having a regular income which goes a long way toward compensating for the lost salary. Also the investments we have are now giving a very good tax free return in the current market.
Mike is a very pleasant, efficient, professional person to deal with and this is reflected in the team at MRA.
Mr G.
My wife and I have known Mike Robertson for about 3 years now . Recently we had some concerns over our finances and decided that there was no better person to turn to for friendly advice than Mike. Since that day things are a lot clearer and we both feel so much happier about our finances. Quite simply there is no better person to talk to about money than Mike.
Mrs B.