Rob has built his career in investments, pensions and technology supporting these sectors. He has an Economics degree and is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) in the UK which demonstrates a commitment to ongoing education and experience alongside industry level qualifications. Rob's clients vary across all different life stages and he also works with individuals who receive care and holds the Long-Term Care licence and qualifications required for this important and specialised area of advice. For balance Rob feels most at home in the water and is regularly in the sea or swimming in Ardingly Reservoir.

Pam supports clients and the advisers with her deep industry knowledge after working in financial services and financial planning for over two decades. Pam ensures our administration and operations run smoothly and uses her time and skill to keep the business running well. Pam enjoys walks after work and on the weekends and spending time with family if she is not off on a weekend getaway exploring cities and countries in Europe and beyond.