Robertson Jones Wealth Management LTD

: 23 High Street, Dunblane, FK15 0EE

: FCA Number: 515690

Website Image of Robertson Jones Wealth Management LTD

Robertson Jones Wealth Management Ltd, located in the bustling city of Dunblane, are specialists in providing bespoke financial planning advice to clients. Regulated by the FCA under number 515690, you can be assured of their expertise and integrity. With a comprehensive suite of services covering life and investments, to expert guidance on pensions, retirement advice, and final salary pension transfers, they aim to empower you to make informed financial decisions. Commitment to client focus, underpinned by regulated advice, gives Robertson Jones a trusted reputation in surrounding areas. Approachable and professional, this wealth management firm often assists local families and first-time investors, adding a personal touch to their service. Address: 23 High Street, FK15 0EE, Dunblane, GB.

Their team includes 2 financial advisers. Check FCA registration here.

Robertson Jones Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Robertson Jones Wealth Management LTD from the Motorway

From the M9:
At Junction 6, please take the A905 exit towards Falkirk, Grangemouth, and A904.
Subsequently, turn right onto Glensburgh Road, also known as A905.
At the roundabout, please take the fifth exit onto the M9 ramp that leads to Stirling, Glasgow, Kincardine Bridge, and M876.
Now, merge onto M9.
Please keep to the right in order to stay on the M9, while following signs for Stirling.
Upon reaching the roundabout, take the third exit onto Stirling Road, or B8033, heading towards Doune. Please note you will need to pass through one roundabout.
Turn left onto Beech Road.
Lastly, turn right onto High Street, or B8064. Your destination will be on your immediate left.

List of advisers under Robertson Jones Wealth Management LTD:

Robertson Jones Wealth Management LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.