About Rob
I am an investment manager and chartered fellow of the Chartered Institute of Securities & Investment with over 25 years of experience in the financial services industry. My role involves working with private clients, trusts, charities and professional firms to provide discretionary, advisory and execution only services. I really enjoy getting to know my clients and their specific circumstances and requirements. This allows me to draw on the wide range of services and products that we provide, to create value enhancing investment solutions to benefit them.