Robert Isherwood

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Lifetime Financial Planning
  • Pension & Retirement Planning
  • Investment & Wealth Management
  • Later Life & Estate Planning
  • Wills & Power of Attorney
  • Personal Protection

Robert Isherwood

Independent Financial Adviser, Abacus Associates

I’ve been a Financial Planner for 15 years and have extensive experience in helping clients carefully plan for their retirement, make tax efficient investments and navigate more complex financial challenges such as paying for care home fees. I’m passionate about helping my clients plan for a secure future and have a special interest in helping them invest ethically.

My clients tell me they like my relaxed yet informative approach and as a result I build lasting relationships.

I live in Hertfordshire and also cover London and the Home Counties. However I’m happy to serve clients who live further afield so please get in touch if you would like to discuss your needs!

All initial meetings are at my own expense and give you the opportunity to decide whether you would like to work with me. After that, any fees are agreed up front before work is carried out.

My qualifications include the Diploma in Financial Planning and an Advanced Diploma in Business & Management in addition to specialist qualifications in Equity Release and Long Term Care. I have also obtained the Level 1 qualification in British Sign Language and am currently studying for Level 2. I have  been invited to share my knowledge and experience on BBC Radio alongside Sarah Stokes, one of the foremost authorities on pension mis-selling. I am regularly asked to present on Care Fees Planning.

I am proud to be a member of the London Institute for Banking and Finance, a professional financial services organisation.

Outside of work, I’m married and have 3 Children. I enjoy watching sport, keeping fit and learning British Sign Language. I help young children to develop their reading skills by volunteering every week at a local Primary School.

Areas where I already advise clients include but are not limited to: St Albans, Abbotts Langley, Watford, Hitchin, Royston, Bedford, Cambridge, Tring, Berkhamsted, London, Kent, Essex & Hampshire.

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:

Create

ISAs, Junior ISAs, other general investments to suit your needs

Build

Mortgages, buy-to-let, other borrowing, cash management

Protect

Income protection, life insurance, critical illness, later-in-life

Enjoy

Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

Investment & wealth management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Personal protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Lifetime financial planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

Later life & estate planning

We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.

Pensions & retirement planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Wills & power of attorney

Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

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