Rob is a Wealth Planner at LGT Wealth Management, having joined the firm in 2023. With over eight years of experience supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and their families at a prominent wealth management firm in the City of London, Rob brings a wealth of expertise to his role.
In collaboration with our investment managers, Rob provides comprehensive financial planning services to our clients. This includes overall wealth structuring, pension and retirement planning, cash flow analysis and intergenerational wealth planning.
Rob holds the designation of Chartered Financial Planner. He earned his degree in Business Management from Swansea University.
