Rob Bennett
Chartered Financial Adviser
FCA reference number: RSB01090
With over 20 years’ experience as a Financial Adviser. I specialise in a broad range of planning areas, including retirement planning, estate planning and long-term care planning as well as general investment advice. I enjoy getting to know my clients, building a trusted relationship, and putting a plan in place to get them to where they want to be.
With over 20 years’ experience as a Financial Adviser. I specialise in a broad range of planning areas, including retirement planning, estate planning and long-term care planning as well as general investment advice. I enjoy getting to know my clients, building a trusted relationship, and putting a plan in place to get them to where they want to be.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
Region and method of advice
Based in Surrey, I tend to serve clients in London and the South East with in-person interactions. But I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Based in South East
In-person meetings
Phone and Video call
Region & method of advice
Based in Surrey, I tend to serve clients in London and the South East with in-person interactions. But I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Approach and experience
I love working with people from many different backgrounds, and enjoy the variety of challenges that provides. However, what they tend to have in common is a desire to establish a plan to achieve their objectives, so they have some certainty about what they need to do to get to where they want to go.
I like to take a step back, focus on the big picture and break things down to the simplest terms. So much of finance is made unnecessarily complicated and this is often where clients can become stuck.
Once I know what you’re trying to achieve we can find the best approach together. I believe in working with individuals to provide the level of support that they need rather than applying a one size fits all approach. A client’s level of financial planning and investment knowledge varies greatly as does their desired level of involvement. Therefore, it’s important to have clear communication between us so you receive the service you need.
I would like to state how good Rob’s advice has been for me. Rob has provided impartial and valuable advice and not allowed himself to be influenced by the size of a fee he might or might not earn. I will always come back to him for more advice when I need it. I would highly recommend him.
Mr R Taylor, London
Personal interests
I spend as much time as possible with my family – we often travel to Umbria to see my wife’s family and sample their home-made wine and olive oil.
Any spare time I like reading, watching sport – I am a long-suffering Everton fan and can also be found at Silverstone every year supporting Lewis Hamiton alongside my mother.