Mike Robertson Associates Ltd, Lifestyle Financial Planners Battle East Sussex

01424 777156

info@mraltd.com
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Mike Robertson, Mike Robertson Associates Ltd Battle East Sussex. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice
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about Mike Robertson
Phil Hassell, Mike Robertson Associates Ltd Battle East Sussex. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice
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about Phil Hassell

Mike Robertson

Phil Hassell



Carol Robertson, Mike Robertson Associates Ltd Battle East Sussex. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice
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about Carol Robertson
Nicola Smith, Mike Robertson Associates Ltd Battle East Sussex. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor
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about Nicola Smith

Carol Robertson

Nicola Smith



Glenn Heiser, Mike Robertson Associates Ltd Battle East Sussex. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice
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about Glenn Heiser

Glenn Hesier



Mike Robertson ACSI DipFA MLIBF - Managing Director / Lifestyle Financial Planner

Mike Robertson MRA Sussex

With 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.

View Mikes LinkedIn Profile >>

e: mike.robertson@mraltd.com

t: 01424 777156

 

 

Phil Hassell ACSI DipPFS - Director / Lifestyle Financial Planner

Phil Hassell MRA Sussex

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.

View Phils LinkedIn Profile >>

e: phil.hassell@mraltd.com

t: 01424 777156

 

 

Carol Robertson - Finance Director

Carol Robertson MRA Sussex

Carol 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.

View Carols LinkedIn Profile >>

e: carol.robertson@mraltd.com

t: 01424 777156

 

 

Nicola Smith ACSI DipFA CertLTCP Adv DipFA Chartered ALIBF - Life Centred Paraplanner

Nicola Smith MRA Sussex

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.

View Nicolas LinkedIn Profile >>

e: nicola.smith@mraltd.com

t: 01424 777156

 

 

Tom Haywood - Social Media Manager

Tom Haywood MRA Sussex

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

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e: tom.haywood@mraltd.com

t: 01424 777156

 

 

Glenn Heiser - Operations Manager and Business Coordinator

Glenn Heiser MRA Sussex

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.

View Glenns LinkedIn Profile >>

e: glenn.heiser@mraltd.com

t: 01424 777156

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 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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