Allan Robertson — Independent Financial Adviser in Burton upon Trent
About Allan Robertson
Allan Robertson is an Independent Financial Adviser at Equity Select, having worked in financial services since 2018. He believes financial advice should be straightforward, personal and free from unnecessary jargon, with clients given clear information to help them make confident decisions about their finances. After starting his career in the property sector, Allan moved into financial advice and quickly developed a passion for helping people solve complex financial problems. He particularly enjoys working through challenging situations and creating clear plans that help clients feel more in control of their finances, both now and in the future. As an independent adviser, Allan can consider solutions from across the market and provides advice across a range of areas, including pensions, investments, insurance, equity release and mortgages. His aim is to look at the bigger picture rather than provide advice in isolation, helping clients build a financial plan around their individual circumstances and objectives. Allan takes a flexible and personal approach to working with clients. Whether meetings take place face-to-face, over the phone or remotely, he makes time to understand what matters to each individual and keeps his advice factual, clear and to the point. Originally from Scotland, Allan now lives in England and admits that his Scottish nature has probably contributed to his preference for keeping things direct and straightforward. Outside of work, he enjoys playing golf and spending time in Cornwall with his wife and dog.
Services
- Retirement planning
- IHT planning
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Pension Planning
- Investment Management
- Insurance
- Mortgages
- Holistic Financial Planning
- Later Life Advice
- Pension Transfer Specialist
- Protection Planning
- Responsible Investment
Qualifications
Certificate in Mortgage Advice and Practice (LIBF) Certificate in Regulated Equity Release (LIBF) Diploma for Financial Advisers (LIBF)
Regulation
Allan Robertson is FCA-verified (firm: Equity Select).
Frequently Asked Questions
Is Allan Robertson an FCA-regulated financial advisor?
Yes. Allan Robertson is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Allan Robertson offer?
Allan Robertson offers Retirement planning, IHT planning, Mortgages, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Allan Robertson?
Fees vary depending on the service, the complexity of your situation and the assets involved. Allan Robertson will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Allan Robertson is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Allan Robertson?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Allan Robertson directly through the contact form.
Does Allan Robertson work with clients outside Burton upon Trent?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Allan Robertson is based in Burton upon Trent but you can confirm preferred meeting locations and video options when you book your initial call.