What our clients say
Member of the Boards of Appeal
Rob quickly, efficiently and successfully found the best mortgage deal available to us (he wasn't the only IFA on the case) in a not-very straightforward case (my salary in Euros, mortgage in £). We can wholeheartedly recommend him.
March 28, 2011, Martin was Rob's client
"Was very pleased with the work Rob did, not only as advisor but with the time and effort he put in to achieve very positive financial results. I would definitely recommend him to anyone requiring his expertise"
March 25, 2011, Kirsty was Rob's client and ongoing
Rob has been particularly helpful to us with regards to personal finances and mortgage advice. He also arranged and saw through to completion our present home mortgage.
March 26, 2011, Kevin was Rob's client
"Rob has helped me on two occasions with buy to let mortgages and was diligent in finding the best possible deal. He proved to be both patient and incisive in assisting me, someone who was not particularly au fait with the intricacies of the BTL mortgage market."
March 25, 2011, Terry was Rob's client , ongoing
"Rob is a true mind of knowledge when it comes to investments. I have used him many times in the past with excellent returns. Highly recommended"
April 24, 2012, Andy was Rob's client and ongoing
"Rob made great efforts to organise a mortgage for me, and did so very successfully. He provided excellent advise and was always on hand to answer any questions I had.
Rob is easy to get on with and makes a real effort to understand your requirements and find workable solutions.
November 19, 2012, Piers was Rob's client
and ongoing advice
"Rob was professional at all times, he explored the market to find us the best deal and made the application process smooth sailing and stress free. I have recommended him to family and friends due to the ease of service and expert knowledge."
March 11, 2014, Priya was Rob's client
and ongoing advice
Rob took time to understand our position as expats just returned to UK and in need of a mortgage to buy a house. He provided sound advice and guidance, followed through to help the application and found a flexible package that has worked well for us.
September 7, 2011, Andy was Rob's client
I personally use Rob for my mortgage dealings , he is a true professional and i don't hesitate in recommending him to my clients .
October 16, 2012, Tony was Rob's client and ongoing.
Rob spends a great deal of time discussing and understanding the needs of his client, making himself available whenever needed before performing thorough research into he most appropriate financial products.
Friendly and trustworthy, Rob's recommendations can be relied upon with confidence.
"I am very pleased to have met Mr Rob Fisher. I was looking for some advice and he was very reliable and considerate, giving me plenty of information and letting me feel very confident. I definitely would indicate his services. Thank you."
March 30, 2011, Tania was Rob's client and ongoing
"Rob has been invaluable in finding me the best mortgage options in my last 2 property moves. Professional, creative and courteous and fast!"
March 11, 2014, Nigel was Rob's client
And Ongoing advice
"Rob's expertise, professionalism and commitment to finding the right mortgage for me were a key component in me being able to purchase my first property. As a first time buyer having someone as approachable as Rob to provide guidance throughout this process was absolutely invaluable and I would wholeheartedly recommend him to anybody requiring his services".
March 11, 2015, Harry was Rob's client and ongoing advice
We are a small investment and financial Planning boutique that can tailor a solution for your investment ( including discretionary Fund management), saving, pension, IHT planning, Mortgage or Equity Release needs. We have the backing of ValidPath ( A trusted network) and operate a Fully Independent Practise offering advice using products and solutions sourced from the whole market.
Honesty and Integrity are the keys to our success.
We work well to tailor an individual solution for your Financial Planning needs. This can be advice on Mortgages, Savings, Investment, Inheritance Planning, pensions, Equity Release and more.
Some of our main services:
Equity release and Lifetime mortgages
Buy to let Mortgages
Ex Pat Mortgages
Full Financial Planning
Access to Discretionary Fund Management
School Fee planning
Care Home Planning