Roberts Mackie Winstanley offers a comprehensive financial advice service to help with all of your financial planning requirements. We are committed to being fully independent and thereby being able to offer advice on products from across the whole of the market. Andy Mackie founded the company in 1994 and has been expanding the business ever since.
Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions. We have an impeccable track record. Our clients know and trust us; they stay with us. Our advisers work with you to help you make the right investment choices for now and your future. We're flexible in our approach and we try to keep things simple.
No business speak or jargon; we take the time to explain everything you need to know clearly and concisely. You don't have to trawl through mounds of paperwork; we'll do it for you in half the time. And rest assured there's no rush; if you ask for our advice, you can take all the time you need to understand our recommendations, ask questions and make your own decision.
Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions. We have an impeccable track record. Our clients know and trust us; they stay with us. Our advisers work with you to help you make the right investment choices for now and your future. We're flexible in our approach and we try to keep things simple.
No business speak or jargon; we take the time to explain everything you need to know clearly and concisely. You don't have to trawl through mounds of paperwork; we'll do it for you in half the time. And rest assured there's no rush; if you ask for our advice, you can take all the time you need to understand our recommendations, ask questions and make your own decision.
Services
Our advice is bespoke to the individual, therefore we need to ensure that we have a complete picture of your personal and financial circumstances before we can create a financial plan for you.
Our advice process allows us to ensure that our advice is appropriate and, most importantly, affordable.
At Roberts Mackie Winstanley, we believe that the best way to manage investment risk is to invest in a diversified portfolio of assets to ensure that diversification and the investment risk to which you are exposed are controlled on an ongoing basis.
Our advice process allows us to ensure that our advice is appropriate and, most importantly, affordable.
At Roberts Mackie Winstanley, we believe that the best way to manage investment risk is to invest in a diversified portfolio of assets to ensure that diversification and the investment risk to which you are exposed are controlled on an ongoing basis.
As independent financial advisers we are free to advise on the financial products available from every product provider.
We use advanced computer software to research, compare and select the most suitable deals currently available.
By doing this, we are able to make arrangements that maximise the benefits to our clients.
You'll get our help to review your existing financial situation and reach a realistic assessment of your needs.
For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free.
We use advanced computer software to research, compare and select the most suitable deals currently available.
By doing this, we are able to make arrangements that maximise the benefits to our clients.
You'll get our help to review your existing financial situation and reach a realistic assessment of your needs.
For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free.
We have a transparent and fair charging system for the advice we give.
We will agree with you, in advance, how much you will pay for the research we undertake on your behalf, for any investment you make, and for the ongoing advice we give.
Roberts Mackie Winstanley balances risk, return and cost when choosing and evaluating investment strategies and managers.
We require our business partners to be transparent in their costs: We work only with providers that fully disclose their fees and charges to our clients.
We will agree with you, in advance, how much you will pay for the research we undertake on your behalf, for any investment you make, and for the ongoing advice we give.
Roberts Mackie Winstanley balances risk, return and cost when choosing and evaluating investment strategies and managers.
We require our business partners to be transparent in their costs: We work only with providers that fully disclose their fees and charges to our clients.
Life is unpredictable, but careful consideration of a range of 'what if' scenarios can help you prepare for anything that life has to offer.
We want to help you plan for and adapt to real life events, before, during and after they happen.
Testing different scenarios helps you understand the impact that key decisions may have on you and your family as you travel through life.
Together, we can develop detailed financial plans and risk profiles for retirement, education, gifting and the tax-efficient transfer of wealth.
We want to help you plan for and adapt to real life events, before, during and after they happen.
Testing different scenarios helps you understand the impact that key decisions may have on you and your family as you travel through life.
Together, we can develop detailed financial plans and risk profiles for retirement, education, gifting and the tax-efficient transfer of wealth.
If you are new to the investment world, don't worry that you won't understand everything or you'll make the wrong decision.
Our advisers are there to take you through the basics and help you understand your finances and where they might not currently be meeting your needs.
If you are an experienced investor, but you're concerned that you're not maximising potential tax advantages, speak with our advisers.
We'll review your portfolio to see if we can adjust it to minimise your tax bill.
No matter what stage of life you are at, no matter how experienced you are, you need to make sure that your money is in the right place and working for you.
Our advisers are there to take you through the basics and help you understand your finances and where they might not currently be meeting your needs.
If you are an experienced investor, but you're concerned that you're not maximising potential tax advantages, speak with our advisers.
We'll review your portfolio to see if we can adjust it to minimise your tax bill.
No matter what stage of life you are at, no matter how experienced you are, you need to make sure that your money is in the right place and working for you.
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