Biography / Experience
Rob, who is a Chartered Financial Planner, specialises in Trustee Investment Planning, including Personal Injury Trust and Deputyship cases, as well as estate and IHT planning. Working closely with solicitors, Rob constructs investment portfolios and strategies to meet the needs of trustees and beneficiaries who have often suffered life changing injuries.
Examples Include
Rob helped with investment planning and advice for a £6.5million trust providing pre-funded funeral care packages.
In addition Rob assisted an elderly widow to remove potential IHT liability from her estate and plan for the efficient transfer of assets to her children and grandchildren.
Rob has also constructed investment strategies for a number of substantial Personal Injury Awards.
Personal Interests
Having been “retired” from competitive sport, Rob still takes a keen if not very active interest in cricket and rugby. When not ferrying his children around, Rob enjoys general knowledge quizzes and hacking his way round golf courses.
Personal Comment
“Making financial decisions is stressful. Eastcote Wealth Management is there to remove that stress from our clients using our knowledge and expertise, but most importantly by listening and understanding.”