
Dip PFS, Financial Adviser
01424 442 443
Robert has over 20 years’ experience in the financial services industry, specifically in the wealth Management and Financial Planning arena and is Diploma qualified. Over the last 10 years he has been working closely with clients to help them to grow and protect their wealth.
Robert has worked for a leading UK bank as a private banking manager and brings with him a vast knowledge across many differing industries where he has tailored financial planning solutions for each of his clients to meet their individual needs.
Robert believes that the most important aspect of assisting his clients is the ability to listen to and understand their requirements to help them build on these aspirations, through cultivating long standing working relationships to advise them of the options available to achieve their objectives.
In an ever-evolving world of financial planning keeping up to date with changes is paramount in assisting clients in managing their corporate and personal wealth to meet their goals, whatever they may be.
Robert covers the Bexhill, Battle, Northiam & Tenterden offices of Rush, Witt & Wilson.
Robert works with Sussex Independent Financial Advisers Limited – Chartered Financial
Planners & Accountants, who are authorised and regulated by the Financial Conduct Authority, FCA number 207490.
Please find further information about Sussex Independent Financial Advisers Limited – Chartered Financial Planners & Accountants here – www.sussexifa.com
Your home may be repossessed if you do not keep up repayments on your mortgage.
Ordinarily we do not charge a fee for mortgage advice as we receive a procuration fee from the lender which does not impact the product, your rate or monthly mortgage payment in any way. In some circumstances, if a significant amount of administration or work is required on a more complex case, such as debt management and/or a sub-prime mortgage for example, we may charge a fee for the additional work undertaken and we would agree this with you up front.
The FCA does not regulate Wills, commercial mortgages, bridging loans and some forms of buy to let mortgages.
SIA/000/92/236

Rush Witt & WIlson

CeMAP CertPFS CeRER CeRCC, Mortgage Adviser