FAQs Archive - Page 2 of 5 - Robson Macintosh

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What does a good strategy look like?

19th March 2021

This should contain a broad spread of assets and be managed in line with our philosophy, your attitude to risk and need for risk, timelines, and goals....

How do you create a financial roadmap?

First, we focus on your goals, objectives, values, and priorities. Your immediate goal may be to reduce tax, current and future income taxes or to save for your children. University education may b...

What does our ideal client relationship look like? What is the right client for Robson Macintosh Financial Planning?

It is vital that you find the right fit for your financial planning needs. This is critical and this relationship is important for us too. Or ideal client is a pleasure to work with, interesting both ...

Will you challenge me if you disagree with my thoughts?

Our clients’ discussions are many and varied, no two are the same. At all times we will let you know if we disagree with an action you wish to pursue if we feel this will cause you financial harm. W...

Do you provide mortgage advice?

Yes, we do, we offer a comprehensive mortgage management service covering all aspects of buying a home, first time buyers, remortgage, buy to let and equity release. In most cases this will be your mo...

What are your timescales?

We feel cash in the bank is the right place for 6 months spare expenditure, a holiday fund and tax purposes in the next 12 months. Once this is covered then any spare income or capital can be inves...

How much will my financial plan cost?

Our initial meeting is free. Fees will be discussed at this meeting and if we are to proceed these will be outlined in a cot of service and fees document or in exceptional circumstances by project cos...

Where do you invest client funds?

Our policy is to decide on investment strategy and then outsource the management of this to professional fund managers....

What will things look like in the future?

We will meet on a regular basis to review your plan and check that it is on track to meet your goals, no one knows the future but planning for it gives you the best change of reaching your goals....

How many years have you been investing?

We have been managing client portfolios since 1992. Using a variety of techniques that have been honed and improved over time....

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Archives

What does a good strategy look like?

How do you create a financial roadmap?

What does our ideal client relationship look like? What is the right client for Robson Macintosh Financial Planning?

Will you challenge me if you disagree with my thoughts?

Do you provide mortgage advice?

What are your timescales?

How much will my financial plan cost?

Where do you invest client funds?

What will things look like in the future?

How many years have you been investing?

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