Rob brings over 15 years of financial planning experience to Fiducia Wealth Management. Joining in September 2021 from a prominent regional financial advice firm in Colchester, he assists clients across all areas of financial planning.

Holding a Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII), Rob currently studies for advanced certification. His decade and a half in finance impart extensive industry insight and analytical skills. Clients describe his approach as comprehensive yet friendly.

Serving the Chelmsford area 2 days per week, Rob creates tailored financial strategies for saving, investing, protecting assets, retirement planning and securing legacy goals. His methodical but personable guidance aid clients in making informed decisions to better their futures.

Outside office walls, Rob captains a local rugby club and coaches youth players. He also frequents the golf course when possible. Rob thrives on building rapport and bettering his community on and off the field.

Get in touch to see how Rob’s experience can help you achieve financial confidence and peace of mind.

Core specialisations include:

• Financial Planning and Cashflow analysis
• Tax Efficiency
• Retirement Planning
• Next Generation Wealth Planning