Areas of expertise
Outsourced investment services for advisers
Rob has over 20 years’ experience in financial services and joined the business from Puma Investments, a provider of VCT, EIS and AIM investment services, where he was a Senior Business Development Manager of intermediaries. At Puma, he was responsible for developing and supporting relationships with financial planning and wealth management firms across the North of England. Prior to this, Rob worked for Ingenious Investments, Barclays Wealth and Coutts & Co as a Private Banker and Investment Manager.
Rob continues to work with a number of financial planning and wealth management firms across the North West to support the continued growth of the business.
Rob is level 4 qualified and holds the CII Diploma in Financial Planning and CISI Investment Advice Diploma.