Independent Financial Advisers 01424 777 156 Solla

How we conduct our meetings

At Mike Robertson Associates we want to make sure that you are comfortable when speaking to our advisers. To encourage this, we employ a Soft Skills approach to conducting our meetings.

What are Soft Skills?

Using soft skills ensures that we do not baffle you with jargon, or rush through our findings without giving you the chance to ask questions. Our advisers will:

  • Use Plain English wherever possible
  • Check your understanding throughout our meetings
  • Encourage questions
  • Understand your goals and objectives
  • Explain the purpose of any recommendations
  • Summarise our findings and recommendations

Doing all of the above, whilst also completing accurate records and complying with legal requirements helps to ensure that you know exactly what you are getting from Mike Robertson Associates Ltd.

If you have any questions about our processes, please contact us on 01424 777156 or by using our contact form