Retirement & Pension Planning Made Easy
At Robertson's Wealth Management, we are committed to delivering Independent Financial Advice for Retirement Planning & Pension Advice.
ABOUT ROBERTSON'S WEALTH MANAGEMENT
The Difference
About the Founder
About the Founder
Led by Chartered Financial Adviser David Robertson, our firm specialises in retirement planning, pension advice, and holistic financial guidance tailored to individuals, families, and business owners. We are dedicated to helping clients navigate the complexities of pension planning and long-term wealth management with clarity and confiden
Led by Chartered Financial Adviser David Robertson, our firm specialises in retirement planning, pension advice, and holistic financial guidance tailored to individuals, families, and business owners. We are dedicated to helping clients navigate the complexities of pension planning and long-term wealth management with clarity and confidence.
At Robertson’s Wealth Management, we believe true financial planning goes beyond numbers — it is about preserving your legacy, protecting your lifestyle, and creating opportunities for future generations. Whether you are seeking expert pension advice, preparing for retirement, or reviewing your overall financial strategy, we provide solutions designed around your unique goals.
We pride ourselves on cultivating trusted, long-term relationships built on discretion, professionalism, and measurable results. By limiting the number of clients we work with, David ensures that every individual benefits from an unparalleled level of personal attention and bespoke retirement planning strategies.
About the Founder
About the Founder
About the Founder
David Robertson is a Chartered Financial Adviser with over nine years of experience, dedicated to delivering trusted and personalised financial guidance. He takes pride in building long-term relationships founded on understanding, professionalism, and results.
With a comprehensive knowledge of the UK’s financial landscape, David provides h
David Robertson is a Chartered Financial Adviser with over nine years of experience, dedicated to delivering trusted and personalised financial guidance. He takes pride in building long-term relationships founded on understanding, professionalism, and results.
With a comprehensive knowledge of the UK’s financial landscape, David provides holistic wealth management tailored to each client’s goals. His expertise includes investment planning, tax-efficient strategies, retirement planning, and expert pension advice, helping clients make informed decisions about their future. By combining strategic financial planning with bespoke pension planning solutions, David ensures individuals and families can build, preserve, and grow their wealth with confidence.
Our Approach
About the Founder
Our Approach
Our difference lies in offering a concierge-style advisory service, where your priorities define our strategy. From tailored investment management and comprehensive retirement planning to estate planning, wealth management, and expert pension advice, we provide a holistic approach designed to align your financial resources with your ambit
Our difference lies in offering a concierge-style advisory service, where your priorities define our strategy. From tailored investment management and comprehensive retirement planning to estate planning, wealth management, and expert pension advice, we provide a holistic approach designed to align your financial resources with your ambitions.
For discerning clients, this means more than just advice — it means a trusted partner you can rely on to safeguard what matters most while opening the door to new opportunities. Whether you require expert pension planning, guidance on retirement income, or long-term wealth strategies, we stand behind the quality of our work and offer a satisfaction guarantee to all clients. If you are not completely satisfied with our services, we will work with you to make it right.
A great retirement starts with a great plan
Retirement is yours to define — a chapter where effective retirement planning and tailored pension advice give you the freedom to live life entirely on your terms. For some, it may mean exploring the world; for others, it’s the pursuit of personal growth, new ventures, or simply the peace of knowing that with the right pension planning, your wealth provides security and the opportunity to spend time doing what you truly love.
Strong investments start with a smart strategy
Your investments should do more than grow — they should reflect your values and appetite for opportunity. We design tailored portfolios that balance growth with protection, ensuring your wealth is positioned to perform across changing markets. With a focus on diversification, tax efficiency, and long-term stability, our investment strategies are seamlessly integrated with your wider financial goals, including retirement planning, expert pension advice, and bespoke pension planning solutions.
A lasting legacy starts with thoughtful inheritance planning
Preserving your wealth for future generations requires more than careful investing — it demands foresight and strategy. At Robertson's Wealth Management, we provide tailored estate solutions that integrate with your wider financial plan, including retirement planning, expert pension advice, and bespoke pension planning strategies. Our goal is to help you minimise inheritance tax liabilities while protecting your assets, ensuring that more of what you have built is passed on to the people who matter most.