“I love what I do in helping clients achieve their financial goals. It is about adding value and building trust with clients.”
- Locations
- Birmingham
- Phone number
- 0121 710 3558
Rob joined Brewin Dolphin in 2020 and is a Chartered Financial Planner in the Birmingham office. He creates financial plans and advises a range of private and corporate clients. His main areas of specialism include using cashflow forecasting to help with holistic retirement planning and estate preservation through inheritance tax solutions.
He is also one of the family law accredited advisers in the office, helping divorcees with their financial planning during their financial negotiations as well as post-settlement. He gives advice to business owners both on their corporate and personal financial situations. As such, he also works closely with investment managers in the office to provide a total wealth management solution.
He has been a Financial Adviser since 2007, beginning as an IFA at Lighthouse Group. Before joining Brewin Dolphin, he was a Chartered Financial Planner at Ascot Lloyd. He is a Chartered Fellow of the Personal Finance Society.