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Existing Clients Phone Call (30 Minutes)


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New Client Discovery Video Call (30 Minutes)


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Existing Client Video Call (30 Minutes)


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Face To Face Meeting (1 hour 30)


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Hear from our existing clients…

I felt that you were honest.

“I felt that we were in a good financial position but after seeking Rob’s advice are now in a much better financial position with everything being ‘in one place’ I felt that you were open, honest and guided us through our options in a very patient manner and that you made us feel at ease when making choices”

Lisa Taylor

An easy but professional style

Rob has been supporting my wife and I for over 10 years. He has helped and advised us on all aspects of our pensions, investments and income protection including consolidation and tax efficiency. He has an easy but professional style and he really takes time to understand us and our preferences and needs.

Tony Gates