Robertsons & Crawford Limited

Independent Financial Adviser  81 Woodward Close, Berkshire, Wokingham, RG41 5UU
First meeting at adviser's own cost
We offer personalized, Independent Financial Advice, with expert portfolio management. All our portfolios have comfortably outperformed the FTSE 100 over five years. We have advisers in the Reading, Wokingham, Swindon, Winchester and Bath areas.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Rob Spendley DipPFS, Cert CII (MP&ER), EFA
Director & Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Mrs Julie Crawford-Spendley
Director, Compliance & Fund Research
Ms Jade Koh
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Mr Jamie Hilsdon
Independent Financial Adviser

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Accreditations
Certified Financial Planner
What our clients say
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
The service, help and advice has been brilliant and Rob has made himself available whenever we’ve needed any assistance personally or quick response via email.
Steve & Mandy, Aldermaston
I am not sure what you could do better !
Gillian, Woolton Hill, Newbury
You guys are Exceptional all round ....
Gordon, Wallingford
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 (and Robertsons & Crawford) to anyone looking for an IFA.
Amanda, Bracknell
Hi Rob, Well you’re nothing if not thorough!! I’m impressed. I’ve sat with a cold towel around my head for an hour and I think I’m beginning to understand it! 
Jim, Twyford
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
Rob has been efficient, punctual and helpful with his advice. I would be happy to recommend him in the future.
Barry, Tring
About us

We are a Directly Authorized & Independent Financial Advisers, providing expert, personal advice in:

* Pensions & Pension Consolidation, (NOT Final Salary Pensions)
* Investments,
* Annual Allowance tax efficiency,
* Lifetime Allowance structuring,
* Inheritance tax planning and protection.
* Pension Sharing Orders
* Equity Release

Our services

We provide professional advice to clients who would like a truly personal service, in the comfort of their own homes, in a Socially Distanced manner using face coverings.

With a combined experience of over 75 years, our clients are assured of the best possible service and most relevant advice to their individual circumstances.

Our professional analysis and fund management helps take the mystery out of pensions & investments and ensures you of the most efficient fund growth for your personal requirements.

Where to find us
Head office address: 81 Woodward Close, Winnersh, Berkshire, Wokingham, RG41 5UU
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th June 2021

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