Dale Robertson

Financial Planning Administrator, Administration

Team Mearns since 2022

Dale Robertson

Dale works in our Administration Team, and is involved in administration tasks for our financial planning clients.

As part of his role Dale attends client meetings to support our Financial Planners, ensuring that any follow up required for clients is delivered efficiently after the meeting.

When Dale isn’t in the office, he likes to spend time with his wife and children, listen to music, watch films and take his dog Buddy out for a walk.

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