He provides reliable personal financial advice to directors of PLC's, partners in professional practices and business owners, in addition to helping his personal clients PROTECT, GROW, and PASS ON their wealth to the next generation in the most tax efficient manner.

He became a Partner within the Family Practice in 2007, following 7 years of running his own health club ‘Supreme Fitness’ which helped him develop a key understanding of private enterprise.

Rob’s Client Support Team

Amita Buttoo and Charlie Smith make up Rob's Private Client Support Team, who deal with the administration of any day-to-day requests that you may have including fund switches, valuations, new money investments and encashments.

His Specialities include:

• Retirement Planning, Pension Reviews and Pension Planning
• Short, Medium and Long term Investment Planning Strategies
• Investment Performance Analysis and Bespoke Portfolio Construction
• Personal and Business Protection (Life Cover; Critical Illness; Key Person; Death in Service Schemes)
• Investment, Pension and Inheritance Tax Planning Seminars
• Inheritance Tax Planning Solutions

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.