Job Title
Independent Financial Adviser
Offices
Accrington
Salford
Rawtenstall
Haslingden
Great Harwood
Clitheroe
Bury
Blackburn
Bacup
Telephone
01706 233431
Legal Specialisms
Financial Advice for Business Owners
Investment Planning
Mortgage Advice
Protection Planning
Retirement Planning
Rob joined WHN’s wealth management team in September 2024 to help grow the firm’s independent financial advice services to both individuals and business owners.
For over the past ten years, Rob has operated his own financial advisory services, most recently as an independent financial adviser representing Continuum Financial Services in the North West.
Based at the WHN’s Haslingden office, he provides wealth management services across all areas of the business and its office locations.
Rob specialises in retirement and investment planning as well as advising on financial protection and planning for families and individuals. He also provides helpful advice on tax planning and mortgages, and financial advice to business owners.
Rob is a member of the Chartered Insurance Institute and has a Certificate in Equity Release and is a member of the Society of Mortgage Professionals (Certs CII (MP & ER)) and holds a Diploma in Financial Planning (Dip PFS).
