Robson Lister Wealth Management
Robson Lister Wealth Management offers financial advice and planning services to assist clients in managing their wealth. The firm is authorised and regulated by the Financial Conduct Authority.
- Financial advice
- Financial planning services
Locations
Digital Popularity
Social Media
LinkedIn132 Followers
Competitors
Deven Yagnic Wealth Management offers bespoke financial advice tailored to individual client needs, ensuring strategic management and careful planning of wealth.
Warwick Wealth Management Ltd are financial advisers with over 25 years of industry experience, based in Streetly, Sutton Coldfield.
Company Details
Robson Lister Wealth Management is operated by Robson Lister Limited and is a Active company incorporated on 10 September 2012 with the registered office located in Hove, East Sussex. Robson Lister Limited was registered 13 years ago.
Status
Active
Size
Small
Directors
6
Age
13 years old
Employees
25
Turnover
£1.99M
Total Assets
£699.8K
Cash in Bank
£324.19K
Total Liabilities
-£184.97K
Teams
10
8
8
1
Partner • Joined Apr 2001
Financial Administrator
Financial Planning Analyst
Financial Planning Analyst • Joined Sep 2016
Financial Planning Analyst
Chartered Financial Planner APFS • Joined Nov 2007
Chartered Financial Planner
Chartered ALIBF Financial Planner • Joined Jul 2024
Chartered Financial Planner
Trainee Financial Planner • Joined Mar 2022
Financial Administrator
Financial Planning Analyst
Financial Planning Analyst • Joined Sep 2016
Financial Planning Analyst
Chartered Financial Planner APFS • Joined Nov 2007
Chartered Financial Planner
Chartered Financial Planner
Trainee Financial Planner • Joined Mar 2022
Partner • Joined Apr 2001
Financial Planning Analyst
Financial Planning Analyst • Joined Sep 2016
Financial Planning Analyst
Chartered Financial Planner APFS • Joined Nov 2007
Chartered Financial Planner
Chartered Financial Planner
Trainee Financial Planner • Joined Mar 2022
Chartered ALIBF Financial Planner • Joined Jul 2024