Chartered Financial Planner & Director
Rob has been working in the financial services industry for over 25 years, 20 of which have been spent advising clients as an independent Financial Adviser and Planner.
Rob specialises in working with people who are close to retirement or who have already moved into this next chapter of their lives. His expertise in the area of pensions extends to BlueSKY’s work with divorcing couples and their legal representatives.
In his spare time, Rob enjoys sailing, cycling, eating out and spending time with his family.
- Being organised
- Great service
- Inconsiderate drivers
- Misinformed journalism
- Understaffed call centres
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Rob’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Rob’s.