Mike Robertson Associates Ltd, Lifestyle Financial Planners, Battle East Sussex

Client Objectives and Goals

Its a fact that the majority of people have no direction financially - did you know, for example, that the second least frequently performed financial task by consumers is not having a written financial goal plan?*

Most people dont plan to fail, they just fail to plan!

One of your primary goals should be to have a comfortable retirement. Yet only 1% of us reach this goal. Maybe you are saving something for a pension, but dont know how much you will need or whether you are saving enough each month. Thats like playing rugby with no goalposts; playing a game you can never win!

Why do I need to set financial objectives?

We need to have something to aim for, otherwise we drift along and leave our future to chance. We need to have something to measure our performance against. Set goals, and give your life financial direction, purpose and vision.

The fact that we are living longer and will need more money than ever before in retirement, is reason enough to seriously consider goal planning.

How can Mike Robertson Associates help?

Mike Robertson Associates will focus on your goals and your aspirations. We will use a process called The Truth About Money - Life Planning, which will help you identify whats important to you, the things you want to achieve in your lifetime.

Find out more about The Truth About Money


Mike Robertson Associates Ltd Cookie Policy

What are cookies?

Cookies are small text files containing information that is stored on an internet users device when visiting a website. The information a cookie contains and its purpose is determined by the website operator and can be used by that web server every time you visit that site.

Cookies are used to save time and make visiting website more efficient and enjoyable. They can be used for many different reasons, from remembering your login information to what is in your online shopping basket.

How does MRA use cookies?

Mike Robertson Associates Ltd use cookies on our website to remember the preferences you tell us through our site, so that you get the best possible experience out of www.mraltd.com , for example our blog uses cookies to remember if you are logged in.

Stop Cookies

You can use your browser settings to block cookies from mraltd.com

Find out more about cookies


Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by The Financial Conduct Authority. Registered in England No 4501167. Registered Office 30-34 North Street Hailsham East Sussex BN27 1DW

This site is designed for use by UK residents over the age of 18. Mike Robertson Associates Ltd are not responsible for the content of external websites.

Mike Robertson Associates Ltd is located in Battle, East Sussex, near Hastings, Bexhill and Eastbourne