When Rob’s
at work
Robert has worked in the financial services profession for more than 20 years, with half of those spent as a financial planner.
Having previously worked for a pensions company, Robert has extensive knowledge of pension regulations and a wealth of experience in other financial planning areas.
Robert mainly works with affluent individuals, helping them with estate planning, wealth transfer, tax planning and wealth building.
How Rob
switches off
Robert is married with two children who consume most of his time outside of work. He coaches his son’s rugby team at the weekend and also plays rugby himself. He also takes his daughter swimming twice a week.
For Robert, there’s nothing better than popping to his local rugby club, getting a cold drink and watching a game with his wife and kids.
View Rob’s financial qualifications
Qualifications can help you understand someone’s experience and professional standing. You can view Rob’s qualifications below.
Check Rob is authorised by the FCA
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View FCA registerWhich three people would be at your dream dinner party?
My wife, Jonny Wilkinson, and Keanu Reeves.
What’s your pet peeve?
People who lie.
What’s the best gift you’ve ever received?
My children.
What three small things make your day better?
Seeing my daughter smile, completing work for a client, and there being no traffic on the road.
What three things would you still like to do in life?
I’d like to travel to Canada, go bungee jumping, and attend an NFL game.
What’s your favourite holiday destination?
Lapland. It’s the most amazing place!
