Shorts - Chartered Financial Planners

Robert Sully : Senior Financial Adviser

Building close relationships with clients in order to fully understand their objectives.

PROFESSIONAL
EXPERTISE

  • Chartered Financial Planner
  • 29 years' experience working within the financial service sector
  • 10 years' experience working for a major Life Assurance provider

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.