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

Our Ideal Client Profile




Our Ideal Clients:

  • - Have a sense of purpose, high values, and important goals in life.
  • - Are serious about defining and achieving financial success by making smart choices about their money.
  • - Are committed to not only developing a written financial strategy, but also implementing it.
  • - Place a high value on spending their time on things that are truly important to them.
  • - Want to simplify their life by delegating their financial matters to competent, trustworthy, experienced professionals.
  • - Want to pay fairly for the time and expertise that their professional advisors provide.
  • - Look beyond the success that money can bring and seek to find significance in meeting their responsibilities to themselves, their family, their community, and the world in general.
  • - Trust us to assist their friends and family members who fit our ideal client profile by introducing us to them when they feel the time is right.
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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

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