Get to know Robert
Robert has six years of experience in the financial services sector and has worked in pensions and investments. His daily tasks include processing client information and completing client annual reviews. He also liaises between clients and advisers to enhance the seamless flow of information, efficiency and client service.
Robert is a father to one child and one furry canine! He is an avid golfer and a big Liverpool fan. He enjoys hill walking and loves nothing more than a cold pint afterwards.
We asked Robert...
What’s the most important thing you bring to your role?
Will, determination and a drive to provide the best results and service for our clients.
