Welcome to Roberts Mackie Winstanley. We are a team of independent financial advisers based in Norwich and serving clients across the UK. We specialise in providing unbiased and unrestricted advice on investments, pensions and retirement options. We also offer lifetime financial planning, cash flow modelling, and estate and tax planning services. Financial planning can be a complex business, but at Roberts Mackie Winstanley, we pride ourselves on making your financial investments, pensions and retirement options clear and simple, so you can be confident that you are making the right choice.
Roberts Mackie Winstanley is authorised and regulated by the Financial Conduct Authority (our Financial Services Register number is 439624). We ensure that all of our business practices, systems and controls are robust and fully compliant with financial services regulations at all times. Please take a look at our website and if we can help you with any financial matter, do get in touch. Our initial consultation is free of charge; we are happy to help. Parking and wheelchair access is available at the office.
Keeping you safe
We take security very seriously and are pleased to have obtained Cyber Essentials certification to help protect our systems and our client data. To help you keep safe, we’ve added a few more guides to our Keep Safe corner below. The fabulous ‘Little Book of Big Scams’ is produced by the Metropolitan Police and aims to raise awareness of ways that criminals might target you. It also highlights the steps you can take to protect yourself and others. Please do take the time to read it (there’s an audio version available too). It may be the best thing you do this year.
