Rob is a Senior Financial Planning Consultant within MHA Moore and Smalley, who provide holistic advice on a wide range of matters including retirement, investment, estate and protection planning, and associated tax concerns.
Within the team, specialist planning areas include advising high net worth individuals, trusts, corporate entities, healthcare and medical professionals, vulnerable clients, and those wishing to consider long term care or equity release.
Rob has been in financial services since 1998 and joined MHA Moore and Smalley in 2021. Initially starting as a Mortgage Underwriter, he has held a variety of different positions in the financial services industry before settling on Financial Planning as his main area of focus.
Rob has a long history of working with private sector entrepreneurs and NHS professionals and has expert knowledge of the complexities of the NHS pension scheme, regularly providing this advice to his clients.
Outside of working life, Rob enjoys participating in Thai boxing, going to the gym and fishing. He also enjoys spending time with his children, taking his son to sporting events and his daughter to gymnastics classes.
