Who we are

We are a small and dedicated Independent Financial Advice company, with over 75 years combined experience. We provide expert, personalized advice in Pensions, Investments, Equity Release, Inheritance tax planning and protection.

With our Head office in Berkshire we have Local Advisers in

Wokingham - Swindon - Winchester - Bradford on Avon


What we do

We provide Personalized, face to face, Independent Financial Advice designed to meet your specific needs.

We subscribe to working in a Covid Safe environment, holding socially distanced meetings using face coverings & hand sanitizers.

On the surface we translate the jargon filled world of 'financial planning' into language you can understand. In the background we professionally manage your investments to ensure they grow as well as possible in the most tax efficient manner, ensuring the most appropriate investment performance for your money.



What our clients say about us..

"A delightful and kind person, so a pleasure to deal with Robert"

- Gordon, Wallingford


"Rob has been efficient, punctual and helpful with his advice. I would be happy to recommend him in the future."

– Barry, Tring


"Rob has been very helpful and kind right from the start and explained things well to me. I haven’t ever needed to look in to my finances in such detail before because I have worked full time all my life until severe illness struck. As a single lady it has been great to have reassurance from an expert with many years experience and to know that all advice given is tailor made to each clients needs. I have appreciated my IFA being nearer to my own age rather a youngster who might not be so patient! I would highly recommend Rob to anyone looking for an IFA."

– Amanda, Bracknell


"I think you have good interpersonal skills and effectively succeed in conveying both in written , and verbal form your recommendations for individual personal investment requirements. I found you approachable, patient and able to communicate at my level of understanding any questions I raised."

 – Adrienne, Chesham


"I would rate the service provided at 9 out of 10. Rob's engagement with me is courteous; patient; professional and friendly. He is flexible in making arrangements and clear in his explanations.

– Jane, Felden"


I

Jane Doe - Critic

Robertsons & Crawford Ltd are Directly Authorised by the Financial Conduct Authority and are wholly independent. We are not linked to any provider or network and deal with the 'Whole of Market' in terms of recommending financial solutions.