Robinson Financial Planning Limited was established in 2018, with one very simple aim; to provide clients with the very best, expert financial advice, empowering them to help achieve their financial goals and aspirations. Based in the historic town of Colchester in Essex, our clients span across Essex/Suffolk and the wider UK. 

The world of financial products, pensions and investments can be confusing and daunting, and we take great care to deliver advice in a clear and easy to understand way. It’s really important that our clients fully understand what everything means and what you need, so that you can make informed decisions.

We endeavour to help clients to make the most of their financial resources and to understand what those resources are. Some come with clear financial goals; others are just looking for help to sort out their existing investments or pensions. It doesn’t matter whether you feel relatively secure with your current financial situation or really don’t know where to start. We can help clients by putting them at ease and supporting them to be more in control of their financial situation. 

We also believe that once you become a client, it’s incredibly important that you can call upon your advisor at any time, for advice and support. When life is going well, you may want a review or an update, but there are also times, more difficult periods of life, such as during redundancy or a bereavement, when financial decisions can seem like an overwhelming burden, and we will do all we can to take that pressure off your shoulders and guide you through the financial situation you may be facing.  This is part of our ongoing commitment to deliver a first class service throughout your life as a client.

Our Director Luke Robinson was approached by St. James's Place in 2018, and invited to join the Partnership. He proudly accepted, and Robinson Financial Planning Limited was born, growing into the company that it is today. Aligning with St. James's Place in this way allowed Luke the freedom to afford people the time they deserve, during what is often a critical time in their lives. He is also able to provide a range of products and services from a company that has a distinctive approach to investment management and is one of the largest in the UK.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.