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.

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