Senior Financial Planner
Rob moved into financial planning in 2018 after working in art investment. That background gave him experience in building client relationships and thinking carefully about long-term value, which he now brings to his work as a financial planner.
He is now a Chartered Financial Planner, advising his own clients across a range of planning needs while also supporting other advisers in the delivery of their advice. With a collaborative approach and a strong technical foundation, he helps ensure clients receive clear, considered recommendations tailored to their individual circumstances and long-term goals.
Outside of work
Whenever possible, Rob combines two of his passions, travel and wine, by visiting wine regions around the world. He enjoys discovering the character of different places through their landscapes, local culture, and winemaking traditions, and has a genuine appreciation for the stories and craftsmanship behind each region and bottle.