Chartered Financial Planner
I joined Cullen Wealth in 2005, having trained as an IFA with one of the large banks after completing my degree. Over the years I have sought to continue my studies and am proud to have attained Fellowship status with the Personal Finance Society.
I have a wide range of longstanding personal and corporate clients. I specialise in advising clients on their retirement journey, helping them identify their goals and putting plans in place to achieve them.
I am married with two children, and when time allows, 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