Robert Hudson planner profile

Financial Planning Certificate (FPC); Advanced Financial Planning Certificate (AFPC); Taxation and Trusts (G10), Pensions (G60), Long Term Care, Life and Health Protection (G80); Certified Financial Planner (CFP).

• Any one interested in their own financial planning and require a truly impartial and holistic approach.

My clients are varied but have a common aim to maximise their assets and are serious about achieving their financial goals.

The initial meeting, which is free of charge, is to explain the service we can provide including cashflow forecasts of you current planning, investment processes and a detailed financial plan. In order to add value at this meeting we will undertake preparatory work, which will be accounted for but only charged when you become a client

Following an initial meeting a summary will be provided detailing the work involved and the approximate time charges to be levied.

I specialise in providing a holistic financial planning service incorporating all aspects of financial planning. This may involve assisting you in using other specialist professional advisers. I believe the only way to receive totally impartial advice is to pay for it. This gives the adviser the ability to separate the advice from the product. Once your financial plan is complete, commission may be used to offset invoices if policies are recommended and it is in your interest to use commission from those policies.

As a member of the Baxter Fensham team, which we set up in January 1997, I can call upon six other senior professionals to assist in any particular sector. I personally have been assisting clients with their financial affairs for over eleven years.

I have also been involved in residential development, buy to let and commercial lets for over 16 years. This enables me to give accurate advice on this market as part of our Investment management service including expert tax advice, types of property, funding and marketing.