Welcome to Robinsons
Our business has been established for over 37 years and has become one of Liverpool city centre's most respected names in independent financial services.
We combine a high reputation, traditional values with a friendly approach in dealing with our clients, who come to us largely by personal recommendation or as a result of introductions from other professional advisers who are confident in entrusting us with their own reputation as well as their clients' financial affairs.
Our traditional business values are backed by the latest technology to ensure that clients receive an accurate, efficient service, combined with flexibility and the power to respond.
It is this combination of the personal touch and modern technology that enables us to consistently maintain our high levels of service.
Chartered Financial Planners
We are currently one of only 250 firms who have been awarded, by the Chartered Insurance Institute, the prestigious title of Chartered Financial Planners.
This means that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It also means that you can be confident you are dealing with a company that is wholly committed to providing the best possible advice, service and support.
Our Services
Through our experience and qualifications we offer advice in all aspects of financial planning and our specialist areas include.
- Wealth Management
- Retirement Planning
- Individual & Corporate Protection
- Equity Release & Mortgages
- Accountant & Solicitor client services
Robinsons is a Limited Company registered in England & Wales no. 1826484. Robinsons is not currently registered for VAT.
Robinsons is authorised to provide the following areas of advice:-
- Mortgage Advice
- Life Insurance/Protection
- Investment Advice
- Pensions & Retirement Planning
- Equity Release Advice
- Estate Planning
- Corporate Advice