Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.

In his career Robert has achieved success in a number of different areas, all of which have had a core focus towards the client, enhancing their experience and sharing knowledge and advice; with the ultimate aim of aiding others to make more informed, data supported decisions at key life stages.

Robert provides financial planning advice within the following areas; Investments, Retirement planning, Inheritance Tax Planning and Family Protection.