He initially trained in accountancy before changing career and moving into financial services, where he went on to build a successful career working for large organisations in senior positions.
Holding both a BSc (Hons) and an MBA, Robert combines a strong commercial background with extensive industry experience. His focus is on helping clients gain clarity around their finances, understand their options and make informed decisions about the future, particularly when planning for retirement.
What Robert enjoys most is working directly with clients and building long-term relationships. He takes pride in helping people understand complex financial matters, ensuring they feel comfortable asking questions and confident in the decisions they make. Seeing clients achieve their objectives and recognise the value of careful planning is one of the most rewarding aspects of his role.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.