Mike Roberts

Independent Financial Adviser

Mike has more than 25 years experience in financial services and has worked as an independent financial advisor (IFA) since 2000. His experience means he is well placed to provide independent, expert advice in a friendly and helpful manner, which his clients appreciate and trust. Mike specialises in Pensions, Investments, Mortgages and Protection..

Obtaining the right independent financial advice is paramount and I have the experience and knowledge to manage your financial needs covering all aspects of Pension, Investment, Mortgage and Protection planning.

Pennymatters fully embraces the latest technology to maximise planning time for advisers and minimise client cost.

For an initial enquiry or a comprehensive financial review please email mikeroberts@pennymatters.co.uk.


There are times when it can prove difficult to establish your true financial wealth, which is why we provide advice in a friendly and clear manner. Pennymatters has been built based on reliability and excellent service.

Retirement Planning

Keeping on track of your retirement plans can seem a daunting subject. Take advantage of our pension review service to gain control and understand your options.


Have you considered the financial consequences of not having adequate protection cover in place? Help make sure your family are financially protected for every eventuality.


Be sure to obtain independent advice when making one of the biggest financial commitments in your life. We have experts to advise you on all types of mortgages.

Estate Planning

Will the tax man benefit more from your death than your loved ones? Succession planning in the event of your death is key to avoiding unnecessary complications.

Corporate Services

Increase the value of your employee benefits package. Contact us to understand the benefits for your employees.


An introductory meeting to fully explain how our service works, identify your primary objectives and to provide an outline of our fees and costs.


Here we start to fully understand your objectives so we can develop well defined goals.

Research & Analysis

We do this by utilising the latest independent research tools.


We will discuss your Personal Finance Plan we’ve developed specifically for you, setting out the recommendations designed to achieve your goals.


Once our advice has been agreed, we will proceed to implement the recommendation.

Ongoing Relationship

We offer an ongoing relationship to ensure your Personal Financial Plan stays on track.

For more information, please contact:

Mike Roberts
T: 01344 577900
M: 07780 668301
E: mikeroberts@pennymatters.co.uk

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