Rob Starling CFP, APFS

Partner & Chartered Financial Planner

Rob is a partner and joint owner of BlueSKY Chartered Financial Planners LLP with over 25 years’ experience in financial services.

As a Chartered Financial Planner Rob specialises in the provision of advice and production of reports on the financial aspects of divorce and how to divide assets effectively and efficiently between couples. Typical reports will detail how pensions should be shared to produce either equal incomes or other specified scenario and comply with Part 25 of the Family Procedure Rules 2010. This work is normally introduced to us by Solicitors, Accountants, Actuaries and Mediators.

Rob is an accredited member of Resolution in addition to holding the Chartered status via both the CII and CISI.

Qualifications

Specialist Accredited member of Resolution

FCA controlled functions

  • CF30 – Client Facing
  • CF11 – Anti Money Laundering Officer
  • CF4 – Partner

Chartered Institute for Securities and Investments (CISI)

  • Certified Financial Planner / Chartered MCSI

Chartered Insurance Institute (CII)

  • Chartered Financial Planner (Advanced Financial Planning Diploma)

Included are the following qualifications:

  • G10 – Taxation & Trusts
  • G60 – Pensions
  • K10 – Pension retirement options planning
  • K20 – Pension Income Planning
  • JO4 – Pension Funding Options
  • CF9 – Pension Simplification

Career History

Dec 2012 – to date
Partner – BlueSKY Chartered Financial Planners (all areas of financial planning undertaken)
Apr 2010 – Dec 2012
Managing Director – Envisage Financial Planning (all areas of financial planning undertaken)
Apr 2000 – Mar 2010
Director – The Employee Benefits Corporation (all areas of financial planning undertaken, but a major bias toward Pension related advice)
1999 – Mar 2000
Financial Adviser – Bradley and Company (predominantly mortgage-based advice)