Robert is a Chartered Financial Planner and STEP Affiliate with over 30 years’ experience working in a financial environment.
He originally qualified as an accountant (FCCA). He also holds the Advanced Diploma in Financial Planning (APFS) including Personal Tax and Trust Planning (AF1) and Pension Planning (AF3).
He also holds the STEP Certificate for Financial Services – Trust and Estate Planning (Distinction).
Robert specialises in helping families, business owners, directors and high net worth individuals with their Estate Planning, Lifestyle Financial Planning and Strategic Business Planning as well as their pre and post retirement planning. He ensures that he identifies and understands his clients’ goals and aspirations. He helps them keep on track to meet their desired lifestyle as well as preserving their wealth for future generations.
Robert lives in Malvern, enjoys sport, especially running. He is the Treasurer of the Malvern Joggers. He is also proud to be a Worcestershire Ambassador.
