Working in financial services for over 20 years, Rob is down to earth, friendly and approachable, with a passion for delivering an excellent standard of service and then helping clients with continued ongoing advice.
With Alexander House, Rob prides himself on providing great customer service with an in-depth knowledge and experience supporting both Individuals and their Families for over 2 decades with a broad range of planning needs and as such has developed expertise in the following areas:
• Tax-efficient Investment Planning and Retirement strategies including advising on SIPP and drawdown schemes.
• Inheritance Tax Planning, Trusts and Divorce Advice including Pension Sharing Orders.
• Protection Planning for individuals and business owners.
• New and Re Mortgages PLUS Equity Release solutions.
Historically Rob worked at a number of well-known companies, such as HSBC, Lloyds Banking Group, Nationwide and Aviva, as well as a number of smaller companies across the Yorkshire Region. Rob joined Alexander House to offer an efficient, friendly and expert service. The business is always at the end of the phone, email or even SKYPE!
Both Rob and Alexander House are privileged that our client base is made up predominantly of clients where we have built up over long term relationships and the vast majority of our new clients come from these recommendations. Supported by the Quilter Financial Network, this FTSE 100 business provides quality oversight and advice surety on behalf of the Financial Conduct Authority.
Away from work, Rob is married to Andrea and together they have two teenage children a young rescue border collie. Away from work Rob is keen on most sports, particularly football.
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