Skip to main content
Search

Robbie Humphries

Financial Adviser DipFA in Stroud

A little bit about Robbie

I help people bring order and confidence to their financial lives. My focus is on helping you understand where you stand and what your options are, so you can make informed decisions with clarity and confidence. Whether it’s pensions, investments or long-term planning, I provide structured, straightforward advice that leaves you feeling reassured and in control.  

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Location

Robbie's location

Stroud
United Kingdom

Robbie is located in Stroud and offers expert financial advice services to suit your needs.

More about me

I help people bring order and confidence to their financial lives.

My focus is always on understanding what matters most to you and ensuring you have a clear picture of your financial position. When you understand where you stand and what your options are, decisions become easier and more confident.

I advise on pensions, investments, protection, retirement planning, inheritance tax considerations and broader financial structuring. Whether you are building wealth, preparing for retirement, protecting your income, or simply getting organised, my role is to simplify the moving parts and help you see the bigger picture.

Clients often tell me they value the clarity and calm approach I bring to conversations that can otherwise feel complex. My aim is to give you confidence in your choices and reassurance that you are on the right path.

Financial advice should feel structured, collaborative and personal. If you are looking for clear guidance and a long-term partner to help you make sense of your finances, I would be delighted to help.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 11 October 2024.