Robert has worked in the financial services industry since 1990 in a number of roles and organisations from insurance companies to advisory firms. Robert originally focussed on pensions, particularly self-invested pensions which allow high net worth individuals more freedom to control the investments within their pension funds and fully utilise the complex pension freedom rules that now exist. He is also a Pension Transfer Qualified Specialist and is authorised to advise on complex final salary pension transfers.
Robert has been advising clients for the last 15 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.