Building close relationships with clients in order to fully understand their objectives.
Robert joined Shorts in 1998, having previous worked for a major Life Assurance Company for the previous 10 years.
He is a Chartered Financial Planner who has in excess of 29 years’ experience working within the financial service sector.
Robert has a varied mix of both personal and corporate clients in his portfolio.
Robert prides himself on taking time with his clients in order to create a deeper understanding of their individual goals and objectives. From this, he is able to provide them with relevant advice on retirement planning, investments and protection.