Rob Winter and his team
Rob has worked in the financial services industry for more than 20 years. With in-depth experience gained in corporate roles, mortgage broking, and asset management under his belt, he became a Financial Planner and Adviser in 1997.
Rob and his team are highly-qualified and meet the exacting standards set by our industry. Rob is working towards obtaining Chartered status, widely recognised as the “gold standard”, the highest qualification available and one that is held by just 10 per cent of the UK’s Financial Advisers.
He’s supported by an able, enthusiastic and customer-centric team of administrators who are passionate about helping clients plan their finances effectively. Operations Manager, Charlotte Gamble brings a valuable extra dimension to the firm’s skills. She’s a qualified solicitor and is currently completing her Financial Adviser training.