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Lisa Doig
FUNDS UNDER ADVICE
£120m
FEE-EARNING ADVISERS
5
NUMBER OF CLIENTS
640
RobMac

RobMac has been at the forefront of the financial planning industry for the last 29 years. Based in the centre of Edinburgh, the firm successfully manages over £120m for clients throughout the UK. RobMac formed in 1992 on the premise that whatever was happening in the world, their clients would be at the centre of everything the firm does.

The business uses market research and the latest technology to source the most appropriate investment opportunities for clients. It employs highly trained staff and ensures they have the qualifications and expertise to analyse and advise a client.

While the world and its financial markets, products and regulations have changed regularly, and sometimes dramatically over this period, RobMac’s founding principles have not.

RobMac values every client, those that have grown with the firm, their children, friends and the many others that have joined along the way. The business listens closely to every requirement, researches the market fully and then puts in place financial plans to match a client’s every need, now and for the future.