Robert Smith

Robert started his career in stock broking and has worked in financial services for over 23 years. He has built a specialism dealing with individuals working in the financial services sector, with many of his clients working in the fund management business.

Robert enjoys building long-term partnerships with all his clients and believes that for most people following a relatively simple plan, built together, can help remove the complexity and worry from any financial situation. His role is to ensure that as circumstances change so too does the plan, thereby enabling people to focus on what is meaningful to them.

Robert is a Fellow of the Personal Finance Society and a registered Trust and Estate Practitioner – one of only a handful of such dual accredited advisers in the UK.