We are Chartered Financial Planners, providing independent and impartial financial planning advice to individuals, companies and trusts. Chartered status is the highest level that can be achieved and demonstrates how seriously we take our responsibilities. We always do what is best for our clients and by agreeing in advance what we will do for them and what it will cost, they can be assured of our impartiality and commitment to delivering the best advice and service.
Services
Ian has 32 years financial services experience including 25 as an Independent Financial Adviser. He previously held positions as Branch Manager and District Manager for Nationwide Building Society, Partner of a Birmingham firm of independent financial advisers and Chief Executive of Levy Gee Financial Services.
Whether it be our own families, our Robson Lister family or our clients and their families, we will always do our best to provide the highest level of service, care and support we can. We always do the right thing - we act with integrity and professionalism in all of our interactions with clients, suppliers and each other.
This is the industry's gold standard for firms of financial planners. It confirms that we have retained highly-qualified staff who subscribe to the membership conditions of the Chartered Insurance Institute (CII). This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
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