Rob is a Business Management graduate with over seven years’ experience in financial services. Rob has previously worked in back-office roles for different companies such as in the wealth management department of a national accountancy Firm, and for a small local independent chartered financial advice firm. He joined Succession Wealth in June 2023.

This experience helps Rob understand and explain the full holistic financial advice journey for his clients. Rob gets great satisfaction knowing he is helping clients achieve their financial goals all while reaching peace of mind.