Based in Yealmpton. Bob holds the Diploma in Financial Planning from the Chartered Insurance Institute.
30 years in financial services. 15 years with Prudential starting in Plymouth as an agent providing face to face advice. Finishing as a Regional Manager in charge of 150 staff in Cornwall/Devon and Somerset.
15 years as an IFA specialising in Corporate Pensions and Employee benefits. Working with individual clients focusing on Wealth Creation, Wealth Management and Wealth Preservation. This includes Pension and Retirement planning, Investment and IHT advice.