Rob Ashfield Email & Phone Number

Dumfrieshire (Based In Moffat)

Fulfilling a career ambition of becoming a self employed financial adviser.I offer trusted, professional financial advice and can help you make the most of your money, whatever your circumstances. I look at your current overall financial position, talk to you about what you would like to achieve, listen to your concerns and then make recommendations that match your lifestyle and aspirations. You can then relax, in the knowledge that your finances are organised in the way that suits you. My sole aim is to work in the best interests of my clients and to develop a strong, long lasting relationship to help guide you throughout the various stages of life.Contact me for advice in any of the following areas:-Investment PlanningLife CoverCritical Illness ProtectionRetirement PlanningPension draw downIncome ProtectionInheritance Tax PlanningBusiness Protection

South West Scotland

I have managed a team of Financial Consultants to meet holistic personal financial needs for customers over the past 10 years across Dumfries & Galloway.My team have been consistently within the top 5 teams in Lloyds Banking Group, across the whole of the UK, from a sales perspective. This combined with excellent conduct risk performance has won the area and myself numerous awards during this time.With the decision by Lloyds Banking Group to close their bancassurance division, I looked for opportunities to further my career in financial services.

Full financial planning to meet all of customers financial needs.