Pension Transfer Specialist and Independent Financial Adviser in Warwick
Robert has been advising clients for the last 20 years. As many clients have complex financial situations, he provides holistic advice to include investment of personal money, tax-efficient investing, protection and inheritance tax planning. This has allowed Robert to retain the clients he has for many years as he is there throughout their life journey, from saving and building pension pots to retirement and beyond.
Robert is a Pension Transfer Qualified Specialist and is authorised to advise on complex final salary pension transfers.