Robert has 25 years of U.K. Financial Services experience in retirement and education planning, investment choices, tax efficiency and property purchase and management. He has worked in both the corporate and independent fields and this has allowed him to build his skills as an advisor to recognise the need to keep the client at the front of the whole
financial planning process.
All advice is given on an independent basis so you receive the best product and solution at all times. We only use the best providers to gain the highest returns thereby creating the greatest chance of meeting the client expectations.
This role requires him to be highly organised, have excellent communication skills, be able to provide the best advice as well as the best investment solutions at all times.