Rob joined Vermeer Financial Planning in 2024 as Financial Planning Director. He is a trusted adviser to individuals, charities, trusts and limited companies and has over 15 years’ experience providing advice on all aspects of wealth generation and preservation. He has held senior positions at Cazenove Capital and Lloyds Private Bank. Rob’s approach to wealth management focuses on a solid foundation of tax structuring layered with strategic investment planning. Rob is a Chartered Financial Planner, Fellow of the Chartered Insurance Institute and holder of the Investment Management Certificate (IMC). He graduated from Nottingham University with a BA (Hons) in Management Studies.