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

View the entire team