Senior Partner Practice of St. James's Place Wealth Management
Robert is an experienced financial adviser advising high net worth individuals and business owners on how to maximise their wealth through careful financial planning. His area of expertise includes: investment planning, retirement planning and inheritance tax planning. He also works closely with a number of local businesses on all their financial requirements, such as corporate and pension planning, aiming to mitigate tax liabilities and aspects of business exit strategy* planning.
Having spent a number of years with Lloyds in the Private Banking team, he has gained an exceptional level of knowledge on how to best grow and protect his client’s wealth. He believes good financial planning is an ongoing process that helps clients to achieve their goals in life.
Outside of work Rob enjoys spending time with his family and says his little girl definitely keeps him busy. He also enjoys running and going to the gym to help him stay fit.
*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.