Robert has been working in the Financial Services industry for over 26 years and now specialises in wealth management, investment advice and inheritance tax planning. Robert joined the Blue Sky team in January 2017, having known Gary for more than 30 years!
Robert joins the team after 14 years in his previous post. He brings with him a vast amount of experience and understanding, and is an exceptional Financial Adviser. His specialist areas are wealth management, investment advice and inheritance tax planning. He also helps clients simplify their existing portfolios with the aim of giving clients exactly what they need and want from their financial planning.
Robert joined Blue Sky to assist us with our new trading entity, Virtuous Money, which aims to help clients with less than £100,000 to invest.
Robert is happily married with two sons; Thomas, who has recently graduated, and Andrew who is currently studying at the University of Sussex. Robert is also a season ticket holder for AFC Bournemouth and enjoys golf and country walks.
The personal touch
My wife and I first joined with Blue Sky Financial Planning in 2003, and since we have watched the company develop into what is a highly proactive and professional organisation.
The senior team is knowledgeable, current and innovative in their thinking. We have appreciated the personal touch offered by advisers; what is key for us has been their continuing sensitivity to the needs and aspirations of us as clients. We have been delighted with our association with Blue Sky and with the progress our portfolio has made under their stewardship.