About Rob
I have more than 20 years’ experience in the financial services industry after graduating from Bournemouth University in 2002 with a degree in Financial Services. I have developed a strong technical knowledge over this time with a particular focus on retirement and estate planning.
I hold both Chartered and Certified Financial Planner status. I also hold the Society of Trust & Estate Practitioners (STEP) Certificate for Financial Services (Trusts & Estate Planning), which enables me to work more effectively with other private client professionals, such as solicitors and accountants.