Rob supports individuals, families and business owners in securing their financial future and achieving peace of mind. His focus is on helping his clients to realise their financial goals – firstly, through understanding what their needs and motivations are and, secondly, by providing solutions presented in a clear and logical format.

His approach is centred on building and sustaining long-term relationships based on trust and he believes that taking the time to get to know his clients, their personal circumstances and their financial and life goals is crucial to achieving this.

Rob's background in working with professionals at all levels to develop and progress their careers, stands him in good stead when helping people to accomplish their financial objectives. He has a wealth of experience in successfully helping and supporting individuals to achieve their goals and aspirations, preparing him perfectly for the field of financial advice. Rob covers all areas of financial planning and wealth management, including savings and investment planning, protection and holistic retirement provision.

Having previously worked in executive search within the IT and software sales sector, Rob is keen to speak with all sales professionals to provide financial education and develop creative solutions when it comes to maximising savings. Furthermore, Rob is looking forward to helping families to formulate a clear plan for their future that works for them. This is an area that is of huge importance to himself, as he and his partner, Megan, are expecting their first child in February '24.

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