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Robson Lister
 
 
Overview: 

Robson Lister was established in April 2001 when Ian Robinson and Stephen Roberts brought their clients, contacts and expertise together to create a new partnership. They have almost 40 years combined experience in financial services and have built up a client base of high net worth individuals and companies. Robson Lister provides independent financial advice directly to personal and corporate clients and also to clients introduced to us by other professional firms such as solicitors and accountants.

Developing a special relationship with our clients forms the basis of our approach. This is achieved by providing our clients with a personal service, impartial advice and positive solutions. The vast majority of new clients come to us at the express recommendation of others - clear evidence that our combination of skills, commercial awareness and standards of service meet the increasingly high expectations of our clients.

Our clients include high net worth individuals, private companies, partnerships and owner-managed businesses. The companies range in size from small owner managed businesses to large national organisations – all drawn by our personal approach. The individuals include those with large investment portfolios, clients planning for retirement and others who need tax planning advice.

Our active, client driven approach makes heavy demands on all our staff. To ensure clients receive the range and high quality of services required, we invest in the key areas of people and technology. We recruit, train, reward and retain people with a high level of personal ability and professionalism. Through our continual investment in technology, we aim to provide an efficient and cost effective service for clients, making use of paperless processes, software and internet resources.


 
 
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