Get to know Robert
Robert is a Chartered Financial Planner who began his financial services career with Norwich Union in 1987. He has been advising private clients since 1992 and has worked for several large Lloyds brokers throughout his career.
In the past, Robert has been heavily involved in developing connections with corporate divisions and has spearheaded a number of business development and management initiatives, including investment propositions. He is dedicated to applying the best practices and experience gained over more than 30 years in the profession to deliver a truly client-focused approach that strives to meet and exceed client expectations. Robert believes that building close working relationships creates a collaborative approach, enabling him to deliver exceptional financial advice to his clients.
In his spare time, Robert enjoys running, tennis, coaching a local football team, historical reading, and spending time with his two children.
In the spotlight
Hawksmoor
Chartered Financial Planner
Certified Financial Planner
Member of Personal Finance Society
Qualifications