Independent Financial Adviser
Specialisms: Financial Planning within the Wealth Management Sector
Rob has over 20 years industry experience and throughout that period gained a wealth of knowledge dealing with clients from all walks of life.
Rob joined Milsted Langdon as an Independent Adviser in 2003 advising teachers and has worked closely with the accountancy practice specialising in mainly Wealth Management since 2005. He is now responsible for many clients helping to guide them through their ever changing financial needs. These include both corporate and private clients using products that compliment a wide range of tax planning strategies.
He started in the industry working for Liverpool Victoria as a Personal Financial Manager covering a large part of the South West, advising clients on their pensions, protection and savings needs. Then went on to work as an Area Manager for Pearl Assurance supervising a team of agents in West Somerset whilst advising clients on their financial needs.
Wanting to gain more investment experience Rob went on to work in the bank assurance sector for Barclays Bank. During this period he worked as an investment specialist dealing with high balance transfers.
Rob likes to try and keep fit and regularly plays tennis, golf and enjoys swimming.