Robert has a young daughter and is a voluntary instructor in aikido. His other interests include scuba diving, reading and golf. He enjoys healthy living but any fanaticism is kept in check by his fondness for cake and pizza.
Robert joined the financial services industry in 2010 after a management career in the leisure industry. He specialises in investments and pensions but takes a holistic approach to financial advice. Robert is a Fellow of the Personal Finance Society.
Based
Stockbridge Office
The Coach House
Somborne Park
Little Somborne
Stockbridge
SO20 6QT
Telephone: 01794 388594
What to do if we didn’t get something right
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123