Robert Ingram Wealth Management
Robert Ingram Wealth Management
Every client receives a high level of service based on my fundamental principles; of trust, mutual respect and the very highest quality of financial advice, utilising the latest technology and putting the client at the heart of every decision.
Robert Ingram
Managing Director
Robert Ingram
Managing Director
Just as it is key to understand our clients' objective it is important for each of our clients to understand why we choose to do what we do.
Watching my father’s business as I was growing up and the long-term relationships he built with many of his clients filled me with a real passion for financial services. From helping people cut through the jargon, the ever changing economic and political climates and giving them the tools necessary to help achieve and surpass their financial goals.
Every client receives a high level of service based on my fundamental principles; of trust, mutual respect and the very highest quality of financial advice, utilising the latest technology and putting the client at the heart of every decision.
Introducing Robert Ingram
Who can benefit from Rob's help?
What do you expect from Robert Ingram Wealth Management?
A Personal Approach
You’ll want a friendly face: a financial adviser who takes the time get to know you and your circumstances.
You’ll always deal with the same person for all your financial planning needs, as and when they change.
12 Years Experience
Twelve years in investment, real estate and wealth management including six years since founding Robert Ingram Wealth Management has certainly provided Rob with an invaluable range of experiences to tackle all financial circumstances.
Guaranteed Advice
St. James’s Place guarantees the suitability of the advice given by the members of the St. James’s Place Partnership when recommending any of the wealth management products and services from companies in the group.
What do Roberts clients say about his work?
“Since working with Rob, he has provided me with clear and straight forward advice that gives me huge confidence that my finances are being looked after to benefit me and my family now and after I retire from playing Rugby”
Taulupe Faletau, Professional Rugby Player
“Rob's straight forward advice and comprehensive financial knowledge allows me to focus on what I do best with no distractions and gives me confidence knowing my finances are being dealt with in the same professional manner.”
Luke Rowe, Team Ineos Cyclist
What can Rob help you with?
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
Investment Planning
The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.
Retirement Planning
Whether you need to set up or review existing retirement planning strategies, for you or your employees, we can help you make the most of your retirement opportunities.
Corporate Services
We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.
Specialist Banking & Mortgages
Successful financial planning is not all about pensions and investment. It is just as important to consider how we manage our cash holdings and mortgage debts.
Arrange a chat with Robert Ingram
Contact Us
For Further details of the products or services available, please visit Robert Ingram Wealth Management's website by Clicking Here