Robert Isherwood

MLIBF

Independent Financial Adviser

Robert Isherwood MLIBF

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Care Fees Planning, Wills and Powers of Attorney.

location : Stevenage

my expertise

I’ve been a Financial Planner for 15 years and have extensive experience in helping clients carefully plan for their retirement, make tax efficient investments and navigate more complex financial challenges such as paying for care home fees. I’m passionate about helping my clients plan for a secure future and have a special interest in helping them invest ethically.

My clients tell me they like my relaxed yet informative approach and as a result I build lasting relationships.

I live in Hertfordshire and also cover London and the Home Counties. However I’m happy to serve clients who live further afield so please get in touch if you would like to discuss your needs! 

All initial meetings are at my own expense and give you the opportunity to decide whether you would like to work with me. After that, any fees are agreed up front before work is carried out.

My qualifications include the Diploma in Financial Planning and an Advanced Diploma in Business & Management in addition to specialist qualifications in Equity Release and Long Term Care. I have also obtained the Level 1 qualification in British Sign Language and am currently studying for Level 2. I have  been invited to share my knowledge and experience on BBC Radio alongside Sarah Stokes, one of the foremost authorities on pension mis-selling. I am regularly asked to present on Care Fees Planning.

I am proud to be a member of the London Institute for Banking and Finance, a professional financial services organisation.

Outside of work, I’m married and have 3 Children. I enjoy watching sport, keeping fit and learning British Sign Language. I help young children to develop their reading skills by volunteering every week at a local Primary School.

Areas where I already advise clients include but are not limited to: St Albans, Abbotts Langley, Watford, Hitchin, Royston, Bedford, Cambridge, Tring, Berkhamsted, London, Kent, Essex & Hampshire.

“CLIENT TESTIMONIALS”

Rob has been proactively looking after me since 2005. He explains complex matters in plain English and is genuinely interested in finding the best outcomes for me at all times. I have recommended him to friends and family and would not hesitate to recommend him to anyone in the future.

A.L

Client

Taking Rob on as my IFA was one of the best things I ever did as he helped me to stop being afraid of money. 

K.G

Client

Rob has enabled me to enjoy my retirement. He has always been proactive in continually improving my financial position. I am happy to admit I have done very well under his stewardship. 

S.H

Client

 

I have had 3 financial advisors in the last 35 years.  Each of them has led me into an ever deepening hole of a financial position.  With just 10 years to go before retirement, I was becoming increasingly worried about the future for my family.  It was this that led me to search the internet and find Rob Isherwood at the end of 2019.  From the first meeting, I knew he was different from the others.  His focus was on the long term sustainable future for both my family and myself.  Within 6 months he had secured tax benefits that I had not been aware of and had reassigned my savings into a plan that I believe has a real chance of getting us out of this hole.  A long way to go, but for the first time in 3 decades, I have confidence about my financial future.  I recommend Rob for your financial support.

J.B

Client

 

Since 2013, Rob has reviewed and advised me on all my pensions across three employers and taken all the mystique out of them; allowing me to make clear informed decisions around them and other long term investments and insurances. He has also provided excellent advice to my mother, my wife and recently both our sons. Rob has a rare combination of expertise and professionalism with a truly personal touch. 

I highly recommend him without hesitation, reservation or condition

A.G

Client

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07938 242865

Venture House – Titchfield

Abacus Associates

Kemble House, 36-39 Broad Street,
Hereford. HR4 9AR

Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.

Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.

Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.

Registered in England Registered O­ffice: 1 Queen’s Square,
Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, Company Number 04961992.

Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on a mortgage.

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Abacus Associates