About Rob
I have over 30 years' experience advising in the UK, France, Asia, Dubai and Saudi Arabia helping expats with all areas of wealth management, including; tax and estate planning, retirement planning, education planning, wealth protection/preservation, savings and investment planning.
I am committed to providing clients with the highest levels of advice and service, with a wealth of experience across the banking, insurance and investment sectors, that combine to provide clients with a real 'added value' proposition.
My emphasis is on maintaining long-term face-to-face relationships with my clients in order to provide them with a source of trusted and enduring advice as their financial needs evolve over years to come.
Qualifications
- FPC 1,2,3,4 (UK) MAQ
- MAS (Singapore)
- MAQ
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