An experienced wealth management advisor provides peace of mind when it comes to your finances, making difficult decisions easier. They get to know you, develop a deep understanding of your current circumstances and future wants and needs, then help you clearly define your financial goals. They use their expertise to create a comprehensive financial plan that encompasses your goals, with strategies that help you achieve them.

Yes, you can request access to your money at any point, and upon receiving your request your adviser will discuss the most tax-efficient way to withdraw your funds.

An Independent Financial Planner is a term used to describe a Financial Planner working independently for their clients rather than representing a single insurer or product provider. This means that as an Independent Financial Planner we will consider a full range of products from the whole market with no bias.

No, any agreement can be canceled with immediate effect on receipt of your written instruction.

Robbinsdale Group mainly provides financial services to individuals, high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and other entities.