Robert holds the Diploma in Financial Advice from the Institute of Financial Services and is an associate member of the Institute of Professional Will Writers.
Robert has over 26 years of financial services experience. He advises clients in both the public and private sectors. For many years, Robert has looked after employees from Local and National Government, including the Ministry of Defence, various UK police forces, the Fire Service, the NHS and the teaching profession. Robert presents retirement and redundancy courses as well as seminars that are designed to help and support clients’ financial planning needs during and leading up to times of significant change.
Robert specialises in holistic financial planning. He strongly believes in building long-term client relationships. Offering a comprehensive ongoing service, Robert focuses on helping them to achieve their financial aspirations over the short, medium and long-term.
Robert is married and has two grown up children. Live entertainment and musical theatre is his passion and he regularly travels to London’s West End to enjoy the shows. Robert and his Wife run a charity, Variety Relief, which organises various events from traditional variety shows to simple country nights. All proceeds are distributed amongst local charities.