Angus Robertson

I bring over seven years’ experience in wealth management, supporting clients in making informed, confident financial decisions.

After graduating from the University of Manchester, I went on to achieve a Level 4 Diploma in Regulated Financial Planning. I advise across all areas of wealth management – including pensions, investments and protection – and place a strong emphasis on building close, trusted relationships with my clients, whether they are individuals, families or businesses.

I take pride in offering clear, practical guidance, considering each person’s specific circumstances to help ensure their plans remain aligned with what matters most to them.

Away from the office, I follow sport closely – particularly rugby, cricket and golf – and still enjoy playing when I can. I also enjoy reading, learning new things, and putting that knowledge to the test at local pub quizzes.