Robert has achieved the prestigious Chartered Financial Planner status, having completed the Personal Finance Society’s Advanced Diploma. He now has over 10 years of experience working within the financial services sector and brings an enthusiastic and personable approach to helping his clients achieve their financial goals.

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.

Outside of work, Robert enjoys spending time with his partner and two children and remains avid about personal fitness. He can frequently be found racking up some mileage running the country lanes surrounding his home. Like his brother, Robert is also a keen musician and can play multiple instruments including piano, guitar and drums.