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Robert Doogan

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.

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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