Robbie Hope - Financial Adviser

I have been in Financial Services since joining Norwich Union in 1990 and an Adviser since 1996. My specialty is in retirement planning and investments. I am qualified to give advice on Final Salary transfers and I’m active in this area.

When not advising, you’ll almost certainly find me on the golf course or out for a long walk with my wife Anne.

You’ll find me very relaxed and easy to talk to – no such thing as a silly question and I generally go by the principle that, if I wouldn’t do it, I wouldn’t advise you to.

Robbie Hope Financial Adviser

Areas Served

  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Robbie Hope - Financial Adviser

Robbie Hope - Financial Adviser

I have been in Financial Services since joining Norwich Union in 1990 and an Adviser since 1996. My specialty is in retirement planning and investments. I am qualified to give advice on Final Salary transfers and I’m active in this area.

When not advising, you’ll almost certainly find me on the golf course or out for a long walk with my wife Anne.

You’ll find me very relaxed and easy to talk to – no such thing as a silly question and I generally go by the principle that, if I wouldn’t do it, I wouldn’t advise you to.

Areas Served

  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.