Independent Financial Advisers 01424 777 156 Solla

Our Team

Mike Robertson ACSI DipFA MLIBF - Managing Director / Financial Planner

Mike Robertson MRA SussexWith over 15 years in the financial services industry, and a lifetime of experience as a business owner, Mike is the backbone and visionary of the company. Mike is currently qualified to Diploma level (level 4), and studying to become chartered status (level 6) within the next 2 years.

Mike is an adrenalin junky, and enjoys white water rafting, swimming, scuba diving, as well as visiting places such as Bali and India.

View Mikes LinkedIn Profile >>

e: mike.robertson@mraltd.com

t: 01424 777156

 

 

Phil Hassell ACSI DipPFS - Director / Financial Planner

Phil Hassell MRA SussexPhil has over 20 years within the financial services industry giving advice to individuals and businesses on all aspects of financial planning. Phil is currently qualified to Diploma level (level 4), and studying to become chartered status (level 6) within the next 2 years.

Phil enjoys spending time with his daughter and playing tennis.

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e: phil.hassell@mraltd.com

t: 01424 777156

 

 

Carol Robertson - Company Secretary

Carol Robertson MRA SussexCarol has been Company Secretary since 2002 and is responsible for the day-to-day running of the company ensuring that the everything runs smoothly including the Company's Finances, Compliance and Human Resources.

Carol is half-way through completing an Open University Degree and has recently started a creative writing course to enhance her blogging skills and is also an avid genealogist. Carol enjoys spending time with her husband in India and being at home with her children and grandchildren.

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e: carol.robertson@mraltd.com

t: 01424 777156

 

 

Nicola Smith DipFA MLIBF - Lifestyle Financial Administrator

Nicola Smith MRA SussexNicola joined MRA in Spring 2011 as a Client Account Manager. Nicola Studied Administration and Secretarial at West Kent College. Since being at MRA Nicola has achieved her award in Financial Administration. In February 2017 she achieved the Diploma (Level 4) which she will use as a platform for chartered status (Level 6).

Nicola is an avid sportsfan, with Speedway and West Ham Football Club amongst her favourites.

View Nicolas LinkedIn Profile >>

e: nicola.smith@mraltd.com

t: 01424 777156

 

 

Dave Sims CeFA DipFA MLIBF - Lifestyle Financial Planner/Business Development Manager

Dave Sims MRA SussexDave joined MRA in 2015 as a Business Development Manager. Dave is also a regulated Lifestyle Financial Planner with MRA

With over 15 years in the financial services industry, Dave has a wealth of expertise in Business Financial Planning and Tax Planning. Dave is currently qualified to Diploma level, and studying to become chartered status.

Dave enjoys spending time with his family and getting out and about on short breaks around the country.

View Daves LinkedIn Profile >>

e: dave.sims@mraltd.com

t: 01424 777156

 

 

Tom Haywood - Social Media Manager

Tom Haywood MRA SussexTom joined MRA in July 2013 as a Social Media and Digital Marketing Apprentice. Tom is currently working towards gaining a Degree in IT.

Tom is also into classic cars and his passion at present is the "Classic Mini" which he hopes will be his first car. (Once he has learnt to drive!)

View Toms LinkedIn Profile >>

e: tom.haywood@mraltd.com

t: 01424 777156

 

 

David Russell - Trainee Financial Adviser (Non-Advisory)

David Russell MRA SussexDavid joined Mike Robertson Associates in August 2016 as an apprentice financial planner. He is currently studying to obtain his level 3 qualification. His expectation is to obtain his level 6 chartered status within the next five years.

David is a keen footballer and plays for a local league. He is also an avid reader. He value's integrity, professionalism and believes in a fast paced changing world, and is a strong supporter of the UNESCO mission.



e: david.russell@mraltd.com

t: 01424 777156