At work
Rob has more than 12 years of experience in the financial services profession, and four as a financial planner. He has a background working with NHS employees on their pensions, mortgages, and protection.
He now focuses more specifically on retirement and generational planning for families, as well as helping younger clients get onto the housing ladder and understanding the road to financial freedom.
Your home may be repossessed if you do not keep up repayments on your mortgage.
At home
Rob got married in the summer of 2025 after postponing the wedding through Covid. He has two young girls, and much of his time revolves around entertaining, reading, and drawing with them.
Rob spends lots of time with family and enjoys dog walks with them. In any other spare time he gets, Rob follows most sports, but mainly football, golf and cricket. In terms of playing, Rob now spends more time on golf than football.
Spotlight questions
The proudest moment of my career was:
Qualifying as an adviser in 2018 so that I could speak to people about what I’m passionate about, which is financial education.
The things I love most about my job are:
Meeting new people and understanding where they came from, how they got to where they are today, and what the future holds for them. I also enjoy helping clients to understand the financial markets and what steps should be taken to ensure a smart and stable financial plan for the long term. Also, I like helping clients to set and achieve their goals, both short-term and long-term.
The types of people I most enjoy working with are:
Aspiring professionals and/or business owners wanting to make their money work as efficiently as possible,who are willing to understand that investing is a long-term strategy.
Our ratings and reviews.
Chartered Financial Planners
Good Business Charter
Qualifications