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.

 Stages of Advice I would cover on the [Life Events Timeline] are as follows:

Flying the nest, Looking to the future, Making Career Waves, Building a nest, Wedding bliss, Family ties, Growing you space, Ever growing family, Pension perfection, Secure – safe and invested,  Home is where the heart is, Fledglings take flight, New nests to build, Get most from the pensions, Reaching your pensions, Wills and wellbeing, Pension-pension-pension, Reducing your space, Release any equity.

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Robert would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

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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 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, 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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