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Robert Foreman BSc(Hons), DipPFS

Independent Financial and Mortgage Adviser


Robert has over 7 years of experience working within the financial services sector and in this time has achieved his Diploma in Regulated Financial Planning as well as certificates in mortgage and equity release advice. Robert is an eager learner and his enthusiastic approach to new challenges will ensure his career within the financial sector will continue to blossom.

After earning his degree in 2013, Robert spent a couple of years working for an expense management company. His role within the firm’s accounts management department included administrative duties as well as the reconciliation of client invoices and company accounts.

Robert is avid about personal fitness and can frequently be found racking up some mileage running the country lanes surrounding his home. Brother’s alike, Robert is also a keen musician and can play multiple instruments including piano, guitar, and drums.

Qualification Units Passed:

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice
J10 – Discretionary Investment Management
LP2 – Financial Services Products & Solutions
ER1 – Equity Release
CF6 – Mortgage Advice

Other Qualifications:

Degree: 2-1 with Honours
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