Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile
Lee Robertson FCSI FRSA

@leerobertson64

Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.

ID: 437341427

linkhttps://www.linkedin.com/in/leerobertsonwealthmanager/ calendar_today15-12-2011 08:53:44

19,19K Tweet

5,5K Followers

4,4K Following

Steve Martin (@stevemartincfp) 's Twitter Profile Photo

📢 been a long time since we did this. 🔥 In person, first meeting skills training. As it’s been 5 years since we have done this course in person, I would assume it’s 25th June or 2026 😜

Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

A rather London shot taken in the early morning sunshine as I head up to Leeds to particate in a session at Money Marketing Interactive with Phil Bray on media and marketing for advisers.

A rather London shot taken in the early morning sunshine as I head up to Leeds to particate in a session at Money Marketing Interactive with <a href="/philbray73/">Phil Bray</a> on media and marketing for advisers.
Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

Went to Leeds yesterday by train for the @MMI2025 advisers conference and I grabbed these shots on my phone at the beginning and end of the day. St Pancras in the early morning on the way there and Brighton Station as I got home just as the sun was beginning to set.

Went to Leeds yesterday by train for the @MMI2025 advisers conference and I grabbed these shots on my phone at the beginning and end of the day. St Pancras in the early morning on the way there and Brighton Station as I got home just as the sun was beginning to set.
Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

My latest post on LinkedIn puts a focus on a brilliant financial planning firm, ⁦SmartFinancial⁩ and how it led me to think about what I learned ⁦@octomembers⁩ as I now step away and seek new challenges. linkedin.com/posts/leerober…

Steve Martin (@stevemartincfp) 's Twitter Profile Photo

The program was designed to help Financial Planners to add business coaching into to their practice. In reality they just became great financial planners.

Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

Just some musings on feedback with reference to one of my ‘fillum’ idols, the late, great Gene Hackman. linkedin.com/posts/leerober…

Eileen Murphy (@itinformed) 's Twitter Profile Photo

2/2…Currently transitioning to full retirement, with plans to pass the business on once the right fit is found. Huge thanks to Kathryn Knowles, PhD Charlie Lee Robertson FCSI FRSA (I know you know)🤗 and so many others for your support 🤗 #Retirement #Gratitude

Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

A quick screen shot of Mark Polson and I chatting platforms the lang cat in Edinburgh earlier this week. Lots of ground covered as you would expect from Mark. Video session to follow.

A quick screen shot of <a href="/theactualpolson/">Mark Polson</a> and I chatting platforms <a href="/thelangcat/">the lang cat</a> in Edinburgh earlier this week. Lots of ground covered as you would expect from Mark. Video session to follow.
Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

Great to catch up with Mark Polson at the lang cat in Leith to chat all things platforms, nascent adviser tech and all they have coming up this year. youtu.be/X3eKs7S8rZo?si…

IFA Magazine (@ifamagazine) 's Twitter Profile Photo

BareRock (BareRock), the digital-first Professional Indemnity Insurance (PII) provider, today announced the appointment of Lee Robertson as Non-Executive Director and Head of Strategic Partnerships. ifamagazine.com/barerock-appoi…

BareRock (@barerock_pii) 's Twitter Profile Photo

🚀 The BareRock Approach: Good Companies, in Good Company® PI Insurance shouldn’t be dictated by bad actors. We focus on well-run firms using data-driven insights to deliver stable premiums & long-term consistency. 📢 Watch our CEO Jonathan Newell at the Financial Advice Forum

BareRock (@barerock_pii) 's Twitter Profile Photo

📉 Soft markets tempt firms to chase low premiums. 📈 But when the market turns, it turns fast. 💥 And the fallout? Often spectacular. Download our new whitepaper on navigating the PI insurance cycle. 1.5hrs CPD included. 👇 barerock.group/whitepapers/na… #PIInsurance #CPD

📉 Soft markets tempt firms to chase low premiums.
📈 But when the market turns, it turns fast.
💥 And the fallout? Often spectacular.

Download our new whitepaper on navigating the PI insurance cycle.
1.5hrs CPD included. 👇

barerock.group/whitepapers/na…

#PIInsurance #CPD
Lee Robertson FCSI FRSA (@leerobertson64) 's Twitter Profile Photo

‘Well let’s be really clear’ has become my most hated phrase from government ministers as they start to ‘answer’ questions with statements that totally don’t make things clear or even attempt to answer the question asked.

BareRock (@barerock_pii) 's Twitter Profile Photo

📢 Compliance ≠ cost centre. Join Lee Old & John Netting this Friday (10–11am) to learn how smart firms turn compliance into commercial advantage. ✅ 1hr CPD 🎟️ Register for your place here: us06web.zoom.us/webinar/regist… #PIInsurance #Webinar

📢 Compliance ≠ cost centre. 

Join Lee Old &amp; John Netting this Friday (10–11am) to learn how smart firms turn compliance into commercial advantage. 

✅ 1hr CPD 
🎟️ Register for your place here: us06web.zoom.us/webinar/regist… 

#PIInsurance #Webinar