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Mike Roberts

Independent Financial Adviser

Mike has more than 25 years experience in financial services and has worked as an independent financial advisor (IFA) since 2000. His experience means he is well placed to provide independent, expert advice in a friendly and helpful manner, which his clients appreciate and trust. Mike specialises in Pensions, Investments, Mortgages and Protection..

Obtaining the right independent financial advice is paramount and I have the experience and knowledge to manage your financial needs covering all aspects of Pension, Investment, Mortgage and Protection planning.
Pennymatters fully embraces the latest technology to maximise planning time for advisers and minimise client cost.
For an initial enquiry or a comprehensive financial review please email mikeroberts@pennymatters.co.uk .
Investments

Investments

There are times when it can prove difficult to establish your true financial wealth, which is why we provide advice in a friendly and clear manner. Pennymatters has been built based on reliability and excellent service.

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Retirement Planning

Retirement Planning

Keeping on track of your retirement plans can seem a daunting subject. Take advantage of our pension review service to gain control and understand your options.


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Protection

Protection

Have you considered the financial consequences of not having adequate protection cover in place? Help make sure your family are financially protected for every eventuality.


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Mortgages

Mortgages

Be sure to obtain independent advice when making one of the biggest financial commitments in your life. We have experts to advise you on all types of mortgages.

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Estate Planning

Estate Planning

Will the tax man benefit more from your death than your loved ones? Succession planning in the event of your death is key to avoiding unnecessary complications.

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Corporate Services

Corporate Services

Increase the value of your employee benefits package. Contact us to understand the benefits for your employees.


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Engagement

Engagement


An introductory meeting to fully explain how our service works, identify your primary objectives and to provide an outline of our fees and costs.

Discovery

Discovery


Here we start to fully understand your objectives so we can develop well defined goals.

Research

Research & Analysis


We do this by utilising the latest independent research tools.

Recomendation

Recommendation


We will discuss your Personal Finance Plan we've developed specifically for you, setting out the recommendations designed to achieve your goals.

Implementations

Implementation


Once our advice has been agreed, we will proceed to implement the recommendation.

Ongoing

Ongoing Relationship


We offer an ongoing relationship to ensure your Personal Financial Plan stays on track. 

Useful Guides

For more information, please contact:

Mike Roberts
T: 01344 577900
M: 07780 668301
E: mikeroberts@pennymatters.co.uk

James Story

Contact Us

Pennymatters Ltd
Building 329, Doncastle Road
Bracknell, Berkshire, RG12 8PE

Tel: 01344 988 390
Fax: 01344 988 394
Email: enquiries@pennymatters.co.uk

SIFA

Our Digital Magazine

To download our free personal finance magazines and financial guides to help you make more of your money, click on the button below.

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Financial News

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Pennymatters Limited is authorised and regulated by the Financial Conduct Authority (No: 530681) and is bound by its rules.

Registered office: Pennymatters Ltd, Building 329, Doncastle Road, Bracknell, Berkshire RG12 8PE.
Registered in England and Wales Number: 07331832
Tel: 01344 988 390
Email: enquiries@pennymatters.co.uk

© 2019 Pennymatters Limited.
All rights reserved.

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