Continued service delivery in light of the coronavirus outbreak
In view of the rapidly evolving coronavirus outbreak and to protect our clients and our team, we are now working remotely from our homes rather than coming into our Norwich office. We will no longer hold face-to-face client meetings; instead we will contact clients by phone or videocall.
We want our clients, business partners and our team to have confidence in our commitment and ability to provide ongoing services in the event of continued business disruption. The approach we are taking should minimize the risk of infection and guarantee continuation of our customer service and business. We are monitoring the situation daily and will adapt and uphold measures for as long as the situation requires.
Please note that although our office will be closed, you can continue to call our usual office number and write to us at our usual office address. Alternatively, you can contact one of our advisers on their mobile phone or email (see Meet the Team for our email addresses).
From all of us at Roberts Mackie Winstanley, we send our best wishes to you, your family and your friends.
Welcome to Roberts Mackie Winstanley. We are a team of independent financial advisers based in Norwich and serving clients across the UK. We specialise in providing unbiased and unrestricted advice on investments, pensions and retirement options. We also offer lifetime financial planning, cash flow modelling, and estate and tax planning services. Financial planning can be a complex business, but at Roberts Mackie Winstanley, we pride ourselves on making your financial investments, pensions and retirement options clear and simple, so you can be confident that you are making the right choice.
Roberts Mackie Winstanley is authorised and regulated by the Financial Conduct Authority (our Financial Services Register number is 439624). We ensure that all of our business practices, systems and controls are robust and fully compliant with financial services regulations at all times. Please take a look at our website and if we can help you with any financial matter, do get in touch. Our initial consultation is free of charge; we are happy to help. Parking and wheelchair access is available at the office.
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 have attached a link below to a very informative and helpful guide ‘The Little Book of Big Scams’, reproduced by kind permission of the Sussex Police (your local police force may be able to provide you with a hard copy if you ask them). The Little Book of Big Scams ‘should be seen as a general guide to many of the scams currently operating in the UK and we hope it will increase your awareness of these scams and teach you some easy steps that you can take to protect yourself and others.’ Please do take the time to read it. It may be the best thing you do this year.