ROBERTSON & DONALD FINANCIAL PLANNERS

• 64999 - Financial intermediation not elsewhere classified

Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future... We provide advice across a wide range of financial services with a particular focus on clients nearing or in retirement looking to maximise their income from pensions and investments... We can help you to build a suitable investment strategy to make your money work harder and in as tax-efficient a way as possible.

Also known as: ROBERTSON & DONALD FINANCIAL PLANNERS LTD

VAT numbers: 235 3237 81

Primary location: Huddersfield United Kingdom