Philip Robertson
DipPFS, CeMAP
Having joined Cole Financial Associates in 2023, I draw upon a diverse background that includes seven years of experience in the motor trade.
My transition to financial advising was driven by a profound belief in the critical role financial stability plays in people's lives.
Specialisms:
About
I aim to empower individuals by providing them with the knowledge and guidance they need to make informed decisions about their finances. In doing so, I strive to offer the invaluable gift of peace of mind, and the ability to reach their financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
