Senior Paraplanner at Strabens Hall
He provides vital support to the team of directors and advisers, helping to prepare detailed solutions on a wide variety of client cases.
Rob has a degree in Accounting and Finance, has achieved Chartered status and is a fellow of the Chartered Insurance Institute.
He also works with the Personal Finance Society (PFS) on a voluntary basis and has a seat on their paraplanning panel. The panel contributes to the contents of professional events and helps other paraplanners across the UK. He also provides content for industry magazines on topical subject matters.
Rob’s early career was spent predominantly at Barclays Wealth, assisting private bankers before going on to work for a number of financial planning companies and has always enjoyed the complexities of the role.
In his spare time he enjoys playing and watching football, running park runs and spending time with his family.