Robert Powell
Senior Chartered Financial Adviser
West Sussex
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About me
I am originally from Epsom but now call Brighton home. I have been advising since 2011, and am both qualified as a Chartered Financial Adviser and hold the title Fellow of the Personal Finance Society.
I believe that good financial planning can provide you with opportunities that you may otherwise never have, so taking the time to understand your goals is incredibly important. Once we know what you want to achieve, we can work closely to try and ensure your vision becomes a reality. I have a broad range of clients, and they typically all want to plan for a more financially comfortable future.
I live by the sea so when the weather is nice I am often out swimming (even in the winter!) or on my paddleboard. I enjoy travelling and more recent holidays have taken me to Central and South America. I have also worked as a ski guide and used to teach scuba diving - just in case you need any tips!
My details
I like helping people on:
Pensions - Approaching retirement
Pensions – Retired
Estate and Inheritance planning
Socially responsible investing
My qualifications:
Chartered Financial Planner
Fellow of Personal Finance Society
My charging model:
Fixed £ fee
Have a look at my responses to readers' questions
What people say
Reader feedback
01 April 2022
Dear Robert, Thank you so much for your immensely helpful answer. I can't tell you how much I appreciate it.
M
Reader feedback
31 March 2022
Robert’s answer was very clear and unambiguous. The information is very helpful with next steps. Many thanks
stephen