Independent Financial Advice in Berkshire & The M4 Corridor

Dedicated Independent <br>Financial Advice

Dedicated Independent
Financial Advice

Let us take the pressure off by helping you get the best out of your Pensions & Investments.

We provide professional, personalised & friendly face to face advice,
helping turn the jargon filled world of financial planning into something as easy
to understand as it is structured, for the most beneficial outcome, for you.

our services

About Us

We are a small and dedicated Independent Financial Advice company, with over 75 years combined experience. We provide expert, personalised advice in Pensions, Investments, Equity Release, Inheritance tax planning and protection.

With our Head office in Berkshire we have Local Advisers in:

Wokingham
Reading
Bradford on Avon

What We Do

We provide Personalised, face to face, Independent Financial Advice designed to meet your specific needs.

On the surface we translate the jargon filled world of 'financial planning' into language you can understand. In the background we professionally manage your investments to ensure they grow as well as possible in the most tax efficient manner, ensuring you can make the most of your financial future.

Pension Advice

Pension Advice

Our pension advice is tailored to secure your retirement, helping you make informed decisions so you can enjoy financial freedom in later life.

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Investment Advice

Investment Advice

We offer straightforward, personalised investment strategies designed to grow and safeguard your wealth in line with your goals.

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Inheritance Planning

Inheritance Planning

We help you plan ahead to protect your estate and pass on your wealth efficiently, ensuring your wishes are respected and your loved ones are provided for.

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Since 2021

Top Rated Firm

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of Advisors, Solicitors and Accountants

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Services Overview

F.A.Q.

A financial adviser helps you navigate complex choices and fill in the gaps in your financial knowledge. Click here to see how we work.

Pension providers hold your investments but don't adapt them to market changes. Regular reviews can help optimise your pensions. Click here to see how we can help.

Both have benefits, but the best option depends on your needs. Click here for a quick explainer.

Yes. We advise on all UK retail investments, aiming for tax efficiency tailored to you.

More people are affected by IHT as thresholds remain fixed but asset values rise. It’s worth reviewing your position and planning ahead.

What Our
Customers
Say

Client in Hampshire
Overall
Advice
Service
Value

How has Rob Spendley helped you since your last review?

Rob keeps me updated on my pension investments and has advised me on the different portfolios to help support the growth of my pension pot. Since following his advice my investments are growing and that makes me a very happy client indeed. He also sends updates out to keep his clients informed of what is happening in the world of politics and the impacts this may have with pensions and investments, and I find these reads very interesting and informative.

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Client in Buckinghamshire
Overall
Advice
Service
Value

How has Rob Spendley helped you since your last review?

I have been a long time client of Rob and I am very happy with his support and advice. He writes a monthly newsletter which is interesting and reassuring, full of nuggets of knowledge and witty anedotes.

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Lucy
Overall
Advice
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Value

What were the circumstances that caused you to initially look for an adviser?

Having just gone through a divorce I needed advice on pension transfer and investment of lump sum

How has Rob Spendley helped you?

Not having the first clue on financial matters Rob took the time to explain everything in a way I could understand.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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Client in Berkshire
Overall
Advice
Service
Value

What were the circumstances that caused you to initially look for an adviser?

Investment and pension advice

How has Rob Spendley helped you?

Rob provides well thought out advice which he backs up with evidence. His approach is not pushy so I've never felt pressured into making a decision. Ongoing communication is good and I am always advised as and when changes to my portfolio could be beneficial

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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Chris L.
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Value

What were the circumstances that caused you to initially look for an adviser?
I had money to invest.

How has Robertsons and Crawford helped you?
I have used the financial services of Robertsons and Crawford since 2006. At the initial contact he was both professional and knowledgeable giving clear advice and informing me of my financial options. As well as giving clear advice he is friendly, courteous and efficient.

Have you seen the outcome you were hoping for?
The outcome of my investments are as expected.

What could they have done better?
Robertsons and Crawford gives excellent customer service and his frequent informative and comprehensive emails keep me updated.

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Covering the
M4 Corridor

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info@robertsonsandcrawford.co.uk