Managing Partner BA(Hons) DipPFS
Rob became involved within the Practice in 2007, following 7 years of running his own health club business. This has helped him develop a key understanding of a private enterprise.
Passionate about the service provided by the team, Rob is a key advocate of meeting customer needs, and is diligent in ensuring that clients' expectations are exceeded.
Rob is heavily involved with the development of the Practice and is dedicated to contributing to its continued success. Easy going and approachable with an infectious enthusiasm, clients enjoy his personable manner and energy.
Your Client Support Team
Amita Buttoo and Charlotte Taylor make up Rob's Private Client Support Team and deal with the administration of any day-to-day requests that you may have including fund switches, valuations, new money investments and encashments. They are your first point of contact in all cases as Alan liaises with them daily and therefore all questions, issues or queries discussed will reach him directly.
- Retirement Planning
- Short, Medium and Long term Investment Planning Strategies
- Development of Corporate Networks
- Communication skills; Customer Service
- Chartered Insurance Institute’s Financial Planning Certificate