Director and Financial Planner
Rob is a Financial Planner and Director of Sovereign Asset Management. He has worked in Financial Services since 1982 and co-founded Sovereign Asset Management in 2001. Rob is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Rob also holds the following Advanced Financial Planning Papers:
- Taxation and trusts
- Pensions.