Robert Isherwood
Independent Financial Planner
Robert has been helping clients by creating bespoke financial plans since 2009. He helps his clients to avoid common mistakes and provides peace of mind about their financial affairs. He often tells them, “I read all the books, so you don’t have to”.
Over time, Robert learns more about his clients’ lives and families, helping him to provide bespoke recommendations tailored to their lifestyles and ambitions.
Robert has a specialist qualification in Care Fees Planning, which he uses to help clients and their parents navigate the complex world of paying for care.
Robert deliberately keeps a small number of clients and seeks to maintain long-standing relationships with them. He has had success with only taking on introductions from existing clients and continues to work that way.
Specialisms
- Care Fees Planning
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
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Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
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