Originally from the Isle of Man, Rob accumulated a wealth of experience there working in Banking and Insurance for more than 10 years. He then moved to Singapore in 2008 to build a career and a business helping people manage, protect and grow their wealth.
He believes managing and investing money is an essential life skill that for many is time consuming and/or seemingly complicated. Rob is passionate about educating and helping his clients so that they can create and implement a successful strategy for their personal financial and wealth management.
Rob particularly invests time in helping his clients take ownership of their retirement planning. He has seen first-hand that too often; people leave this aspect of their financial planning until it’s too late and that this has a significant impact on the quality of their lives in later years. Rob believes that if people are willing to take the steps to optimise their financial affairs, he is confident that anyone can become financially independent.
Rob lives in Singapore with his wife Shondelle, and daughter Summer. They see Singapore as their home now and plan on being here indefinitely. Rob likes to keep fit and active and can usually be found training at the gym or taking part in Thai Boxing. He’s a keen motorsport fan and loves to travel.
“Rob came highly recommended through a friend. He is very professional, helpful and patient when explaining the intricacies of financial planning, making it all very easy to understand. He responds very quickly to any questions and always keeps you updated with any progress of policies you may have. Rob knows his stuff and I’d definitely recommend Rob to help you with any financial planning you may be considering.”
“Rob assisted me in transferring my UK pension into a SIPP. I found him very professional, forthright, attentive and quick in responding to my many questions and made a point to keep me updated with progress. I also found him extremely personable and easy to interact with. I would highly recommend Rob if you are thinking of changing your pension scheme.”