Robert is a fully qualified Financial Adviser and has been providing bespoke financial solutions for individuals, families and corporate clients since 2002. He gained his comprehensive knowledge and experience as a financial adviser working with HSBC, Lloyds Private Banking and Santander.
Robert believes in building long term relationships with his clients ensuring a good understanding of their current circumstances and also their future plans.
He is able to provide whole of market independent advice in areas of retirement planning, auto-enrolment pension schemes, investments, inheritance tax planning and protection.
Diploma in Financial Planning (DipPFS)
Certificate of Mortgage Advice (CeMAP)