ABOUT US

Roberts Mackie Winstanley offers a comprehensive financial advice service to help with all of your financial planning requirements. We are committed to being fully independent and thereby being able to offer advice on products from across the whole of the market. Andy Mackie founded the company in 1994 and has been expanding the business ever since.

Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.

We have an impeccable track record. Our clients know and trust us; they stay with us. Our advisers work with you to help you make the right investment choices for now and your future.

Roberts Mackie Winstanley provides a personal service, tailored to meet your needs. We listen. We give unbiased advice to help you manage your money better. We take the worry out of your finances, allowing you to relax and enjoy life.

We’re flexible in our approach and we try to keep things simple. No business speak or jargon; we take the time to explain everything you need to know clearly and concisely. You don’t have to trawl through mounds of paperwork; we’ll do it for you in half the time. And rest assured there’s no rush; if you ask for our advice, you can take all the time you need to understand our recommendations, ask questions and make your own decision. You’re in control.

And remember, our relationship with you doesn’t stop once you’ve made an investment. We keep you up-to-date with the performance of your investments and we keep in touch to ensure that any changes to your lifestyle or financial goals are reflected in your portfolio. We deliver on our promises. We help you achieve your financial goals.

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.