Rob has worked within the financial services industry for 21 years, 17 of which have been as a financial adviser. In this time, he has developed a wealth of experience and expertise in advising clients in a range of areas of financial planning.

“I believe strongly in building long-standing and trusted relationships with my clients by taking the time to understand both their short- and long-term objectives so that I can tailor my advice to suit individual circumstances. As a professional adviser I have always prided myself on acquiring and developing my technical knowledge. The application of such knowledge then results in personalised and holistic advice which consequently benefits my clients by supporting them throughout life's stages”.

Rob was recently awarded Chartered Associate status, the industry’s gold standard for financial planners, demonstrating his ongoing commitment to personal development and superior knowledge within financial services.

He is also an Accredited Later Life Adviser. The Later Life Adviser Accreditation independently awarded by the Society of Later Life Advisers (SOLLA) is the recognised benchmark for advice skills of advisers who specialise in later life planning.

Outside of work, he is a keen cyclist and enjoys spending time with his young family exploring the great outdoors.

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