Working with clients of all ages and backgrounds, but specialising in the Teachers’ Pension Scheme, Rob’s advice often involves retirement and investment planning, as well as protecting the journey as his clients reach their life goals.
Having previously worked in education himself, until making the switch more than 12 years ago to financial services, he works extensively with senior leaders within the education sector using his knowledge and personal experience.
Much of his work has recently involved supporting independent schools through the consultation on alternative pension provision for staff to the Teachers’ Pension Scheme, which has been done through large group seminars and personal one-to-one meetings in workplaces, homes and via digital communications.
What Rob most enjoys about his role is showing people how they can achieve their financial life goals, despite them often feeling that they are unobtainable. Rob always tries to provide accessible support to his clients – helping to make things that can be complex at times, as understandable as possible.
Rob is a member of the Chartered Insurance Institute and The London Institute of Banking & Finance.