Bio
Rob has professionally advised clients for over 20 years in financial planning and investment management. For 10 years he has been a Chartered Financial Planner, the highest level of qualification for financial advisers in the UK.
Known for his caring considerate approach and working tirelessly to achieve client’s best outcomes, Rob welcomes those whose investments need to reflect their core beliefs and principles whether that be religious/sustainable/ethical or environmental. Rob is personally committed to and qualified in ethical investing.
He is amongst one of the most qualified in his profession, a Fellow of the Personal Finance Society, and a holder of the Investment Management Certificate and ESG Investing Certificate with the CFA Institute. He is Accredited and a Regional Coordinator for Society of Later Life Advisers (SOLLA) and has the STEP certificate in Trusts and Estate Planning with a distinction.
Rob is from Essex and graduated from the University of Exeter. He enjoys time with his family and his interests include triathlon, lifeguarding and snow sports.
Fees – 1st hour free, subsequent time at £200 per hour.
Please email for a quote or book a chat here.
