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

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.


View Phils LinkedIn Profile >>

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.

View Carols LinkedIn Profile >>

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

 

 

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 to own one day.


View Toms LinkedIn Profile >>

e: tom.haywood@mraltd.com

t: 01424 777156

 

 

Heidi Mortlock - Digital Content Manager

Heidi Mortlock MRA SussexHeidi joined MRA recently as Digital Content Manager. Heidi has over 15 years experience around the complexities of content marketing and editorial. This could be by acquisition of potential customers, retention of existing ones by making more people aware of our brand, product, content or really anything else.

Heidi is a keen Disney fan and enjoys taking short breaks with her family.


t: 01424 777156

 

 

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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