Business Details
Trusted Financial Advisers in Norwich | Roberts Mackie Winstanley
We are a team of independent financial advisers based in Norwich, dedicated to providing unbiased and unrestricted advice on investments, pensions, and retirement options. Our expertise extends to lifetime financial planning, cash flow modelling, and estate and tax planning services. We pride ourselves on simplifying complex financial matters to empower clients to make informed decisions. As an FCA-authorised firm, we maintain robust compliance standards and offer a transparent charging system.Our commitment to client trust is reinforced through regular reviews, accessible communication, and a focus on long-term financial security. We serve clients across the UK, combining local knowledge with national regulatory compliance.
Services
Financial Planning
Investment Advice
Pension Planning
Retirement Options
Cash Flow Modelling
Estate Planning
Tax Planning
Portfolio Management
Regular Reviews
Ongoing Advice
Highlights and features
- We are FCA-authorised and maintain rigorous compliance standards.
- Our team offers over 20 years of combined experience in financial planning.
- We provide transparent fee structures with no hidden charges.
- We deliver personalised advice tailored to individual client needs.
- We hold Cyber Essentials certification for data security protection.
Associations and certifications
- Financial Conduct Authority
- Cyber Essentials
What people say
Trusted advisor
Sound advice
Highly professional
Excellent personal service
Prompt responses
Services
Financial Planning
We create tailored financial plans to address your long-term goals, including retirement, tax efficiency, and estate preservation. Our approach combines cash flow modelling with risk assessment to ensure sustainable strategies. Clients benefit from regular reviews to adapt to life changes and market conditions.
Investment Advice
Our investment specialists design diversified portfolios aligned with your risk tolerance and financial objectives. We monitor market trends and adjust holdings to optimise returns while maintaining tax-efficient structures. Ongoing support ensures your investments evolve with your needs.
Pension Planning
We assess your current pension arrangements and recommend enhancements to maximise income during retirement. Services include consolidating pensions, tax-efficient withdrawals, and integrating state benefits into comprehensive retirement strategies.
Cash Flow Modelling
Our cash flow models project future financial scenarios to help you make informed decisions about savings, investments, and retirement. This service identifies potential shortfalls and opportunities, ensuring your resources align with long-term objectives.
Estate Planning
We develop strategies to preserve your wealth for future generations, including wills, trusts, and tax mitigation techniques. Our goal is to simplify complex estate matters while ensuring compliance with inheritance regulations.
People
Andy Mackie
Partner / Independent Financial Adviser
Andy combines over 20 years of financial advisory experience with a client-focused approach, specialising in retirement planning and investment strategies. He prioritises clear communication and tailored solutions.
Iain Mackie
Partner / Independent Financial Adviser
Iain brings extensive expertise in pension consolidation and tax-efficient planning, supporting clients through major life transitions. His approach emphasises long-term financial security and regulatory compliance.
Cy Joyner
FPFS Chartered Financial Planner
Cy specialises in holistic financial planning, with a focus on intergenerational wealth transfer and ethical investing. He holds advanced qualifications in complex financial solutions.
Angus Mackie
Independent Financial Adviser
Angus advises on investment portfolios and retirement income strategies, leveraging his experience in market analysis and client education to simplify financial decision-making.
Jacqui Hewitt
Project Manager
Jacqui oversees client service delivery, ensuring efficient implementation of financial strategies. Her organisational expertise supports seamless coordination between advisers and support teams.
Questions
What services does Roberts Mackie Winstanley offer?
We provide financial planning, investment advice, pension and retirement strategies, cash flow modelling, and estate planning tailored to individual client needs.
Are you regulated by the Financial Conduct Authority?
Yes, we are FCA-authorised under reference number 439624, ensuring compliance with strict regulatory standards for financial services.
How do you charge for your services?
We offer transparent fee structures, including free initial consultations. Detailed pricing options are outlined in our Fees and Services document.
Can I schedule a face-to-face meeting?
Yes, we offer in-person reviews annually for Premier Service clients and provide flexible meeting options for all service tiers.
Do you serve clients outside Norfolk?
We work with clients across the UK, combining local expertise with national regulatory compliance and digital communication tools.
How can I make a complaint?
Contact us directly via email or phone, or escalate to the Financial Ombudsman Service if unresolved within eight weeks.
