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 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