Chartered Financial Planner
I joined Cullen Wealth in 2005, having previously trained as an adviser with The Co-Operative Bank after completing my degree.
I attained Chartered Financial Planner status in 2011, and over the years I’ve sought to continue my professional development, attaining Fellowship status with the Personal Finance Society.
I have a wide range of longstanding personal and corporate clients and specialise in advising clients on their retirement journey, helping them identify their goals and putting plans in place to achieve them. I have also forged a range of professional relationships with solicitors, accountants and mortgage advisors.
When I’m not ferrying my two children to their various clubs and events, I enjoy cycling and hiking in the hills of the Peak District, so much so that I have subjected myself to the gruelling 56 mile Bullock Smithy Hike three times in recent years.
What our clients are saying
”Robert is professional in his approach and clearly knows his industry. His advice is always considered, with recommendations based on my specific needs and goals. I have every confidence he is looking after my financial future and I’ve been so impressed with Robert, I recommended him to my employers. He now handles the company’s UK pension scheme. I would recommend Robert to anyone.Mike Naylor, Business Development Director, Datalex