Bob has over 30 years’ experience in the financial services sector. He holds the Diploma in Financial Planning, as well as two Advanced Chartered Institute of Insurance (CII) qualifications -G60 Pension transfer specialist and G10 Taxation and Trusts.
The Financial Services arena has changed many times and is continually evolving, The Succession Group is a product of his evolution and Bob is excited about the future and to be on board to deliver a sustainable wealth programme for his clients.
Bob has the ability to transform and interpret the complexity of the business such as Pensions, ISA’s, Tax, etc into simple, understandable language.
Bobs interests outside financial services centre around rugby and a new love in carpentery ranging from summer houses to dining tables.