Rob is a Business Management graduate from Manchester Metropolitan University with broad experience across the financial services sector. He has worked in a range of technical and support roles within wealth management, giving him a deep understanding of the full financial advice journey.

Rob has been recognised as an emerging talent within the profession. He was shortlisted for Rising Star of the Year at the Yorkshire Financial Awards, has been featured in Professional Adviser’s New Generation Adviser series and Money Marketing’s Starting Out column, and was selected for the Chartered Insurance Institute’s prestigious New Generation Programme - a highly selective national initiative that brings together future leaders to collaborate on industry‑wide improvement projects.