Robert entered the Financial Services industry in 1980. He was previously a director of a successful IFA firm before joining forces with Geoff Hartnell to form Vintage. Robert was instrumental in setting up Vintage Asset Management and has developed key professional connections over the years.
Qualified in advanced pension planning, Robert has a broad knowledge of both personal and corporate pensions. His technical expertise and work ethic enable him to advise both individual clients and corporations.
Good to talk: Opening up on the tricky topic of family inheritance16/11/2023
Fair share: Prioritising pensions during a divorce31/10/2023
Right first time: Three routes into home ownership12/10/2023
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023
Legacy planning in the face of rising inheritance tax liabilities14/09/2023