Robert has worked in financial services since 2007 and was part of the original advisory team when the Practice was established in 2014. In March 2026, he became an Advising Director, reflecting his experience, technical expertise and long-standing contribution to the business.

As a Chartered Associate of the London Institute of Banking & Finance, Robert brings a high level of technical knowledge to his role and is particularly well known for supporting his clients with their complex financial planning needs. He specialises in inheritance tax planning, trusts, retirement planning, later life planning and all aspects of holistic financial planning for individuals, families and business owners.

Many of Robert’s clients have worked with him for many years and come through personal recommendation. He is known for his approachable manner and commitment to delivering tailored and extensive client-focused advice.

In addition to advising clients, Robert plays an important role in mentoring and supporting the other advisers within the Practice, helping to maintain high standards of advice and client relationships across the business.

Trusts are not regulated by the Financial Conduct Authority.