With over 20 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 is studying to become chartered status (level 6) within the next 2 years.
Phil 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.
Carol has been Company Secretary since 2002 and is responsible for the day-to-day running of the company ensuring that everything runs smoothly including the Company's Finances, Compliance and Human Resources.
Nicola joined MRA in March 2011 as a junior office assistant helping the team at MRA with teas, coffees, shredding, telephone calls and scanning the post.
Since being with MRA she has actively taken her regulated financial advice qualifications which include an Award in Financial Administration in 2013, a Level 4 Diploma in Financial Advice qualified in February 2017 and a Level 6 Chartered Diploma in Financial Advice qualified in August 2020. She continues to expand her knowledge and experience of the industry by working closely with clients. She is currently studying her mortgage qualification (CeMAP) which she hopes to achieve by the end of 2020, which she will use to complete her Equity Release qualification (CeRER) in early 2021.
She works actively alongside Mike and Phil with MRA’s clients as a Life Centred Paraplanner and was made a director of the company in September 2019.
Tom joined MRA in July 2013 as a Social Media and Digital Marketing Apprentice. Tom is currently working towards gaining a Degree in Computing.
Glenn has recently joined MRA as the Operations Manager and Business Coordinator. Glenn has over 11 years of experience in customer-focused environments and is responsible for the seamless integration of our technology and team. He strives to provide a service that is personalised, efficient and most importantly, comfortable for our clients.
Ashley has very recently joined MRA as an Apprentice Trainee Financial Planner. She is hoping to start taking her financial exams imminently and work her way towards achieving the Diploma (Level 4).
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is primarily targeted at UK residents.
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate Will writing or taxation and trust advice.
The content of the articles on this website is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future
No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Financial Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor.
The value of your investments can go down as well as up and you may get back less than you invested.
Past performance is not a reliable indicator of future results.
Mike Robertson Associates Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Mike Robertson Associates Limited is registered in England and Wales. Company Number 04501167. Registered Address: 30-32 North Street, Hailsham, East Sussex, BN27 1DW
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 offers financial advice in East Sussex Battle, Hastings, Bexhill and Eastbourne and across the UK.
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