Mortgage & Protection Planner
Rob is a mortgage specialist with extensive knowledge of the industry having worked in financial services for over 25 years.
Rob’s wealth of experience means that he is proficient in sourcing and arranging mortgages for clients purchasing their first home, home movers and private and professional investors alike.
Rob’s expertise also extends to protection planning whether linked to a property purchase or standalone cover. He has in depth knowledge of all forms of cover such as Life Assurance, Critical Illness cover and Income Protection, and how best to set these up. Part of this service is linked in with Trust planning which ensures tax efficiency and protection for beneficiaries.
Rob is based in our head office and is able to offer a flexible service to suit our clients’ busy lifestyles.