Robert SullySenior Financial Adviser

Focussed on ensuring that our clients receive the best advice.

  • 50% Family man
  • 20% Dog lover
  • 10% Motorsports
  • 10% The outdoors
  • 10% Ballroom dancing

ProfessionalExpertise

  • Chartered Financial Planner
  • Over 30 years experience in the financial services industry
  • Providing advice on a wide range of financial matters including
  • Investments, retirement provision, inheritance tax planning and social care matters
  • Financial advice to businesses

I am a Chartered Financial Planner.  For over 30 years, I have looked after a portfolio of Corporate Clients and individuals, building close relationships in order to fully understand their objectives.

 

Robert’s area of specialism;

Wealth Management

An award winning team

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COVID-19In line with the most recent Government announcements, both of our offices still remain closed to clients and all but a few essential members of our team. Over the coming weeks, our phased transition will see members of our team returning to the office, where we have made a number of changes to ensure a safe working environment. All of our team can still be contacted by clients, whether working from home or in the office. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.