He is known for taking a thoughtful and considered approach to financial planning, focusing on helping clients understand not just what they want to achieve, but why it matters to them.
He is a Fellow of the Chartered Insurance Institute, reflecting a high level of professional achievement and expertise. While he holds a number of specialist qualifications, Robert particularly enjoys providing holistic financial advice that brings all aspects of a client’s financial life together.
Robert believes that successful financial planning is about more than technical solutions alone. He enjoys exploring the motivations, values and goals that drive financial decisions, helping clients create plans that are aligned with what is most important to them and their families.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.