Rob has been in the finance industry for 9 years, having previously worked for Aviva on their Advised Platform, which piqued his interest in the role as a Wealth Planner.

Rob spent four years at Aviva before joining Kingswood in April 2020, working his way through the ranks having initially started as a Client Liaison Administrator, obtaining his Diploma in Regulated Financial Planning in April 2024 and is currently working towards Chartered status.

He has worked closely with senior advisers in the business for the last year and a half, developing his knowledge, building strong relationships with clients and takes a holistic approach to wealth planning, ensuring clients receive personalised and comprehensive solutions tailored to their unique financial needs and aspirations.

Rob also has additional qualifications in Long-Term Care Planning, having completed the required exams in January 2025.

Outside of work, you’ll find Rob out in the Peak District with his partner, who works as a paramedic, at the gym or if it’s Saturday, down at Bramall Lane supporting Sheffield United.