Managing Director
CurrentWorking with UK companies and Investors with setup and administration of corporate pension funds with multiple members.
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@private-commercial.com
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Robert Holmes is listed as Director at Carlton James Private & Commercial at Carlton James Private & Commercial, a company with 3 employees, based in Swindon, England, United Kingdom. AeroLeads shows a work email signal at private-commercial.com and a matched LinkedIn profile for Robert Holmes.
Robert Holmes previously worked as Managing Director at Carlton James Private & Commercial and Financial Consultant at Carlton James Property Asset Management Limited. Robert Holmes holds Financial Planning Certificates (Fpc). Mortgage Advice Qualification (Maq)., Financial Planning And Services from Zurich Insurance Training Centre.
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After Initially entering into financial services some 18 years ago my primary interest has always been investment growth and portfolio development. This in turn directed me towards high-return alternative investments that help clients achieve financial security and prepare for a prosperous retirement. Through the Carlton James Group of companies we continue to develop asset backed investments with the potential to generate these high-returns on a consistent year on year basis. I continue to champion clients taking control of their pensions and making their own investment decisions through company pension schemes such as a SSAS (Small self-administered scheme).
Listed skills include Finance, Portfolio Management, Commercial Real Estate, Management, and 1 others.
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Swindon, United Kingdom
Working with UK companies and Investors with setup and administration of corporate pension funds with multiple members.
Swindon, United Kingdom
Mortgage Brokerage, dealing with commercial mortgages for land and property acquisition and development.
Swindon, United Kingdom
Senior Financial ConsultantRegulated Investment AdviserWorked with retail clients offering a full financial advice service with access to the whole of market including mortgages, insurance, pensions, savings and investments.
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Robert Holmes works for Carlton James Private & Commercial.
Robert Holmes is listed as Director at Carlton James Private & Commercial at Carlton James Private & Commercial.
AeroLeads has found 1 work email signal at @private-commercial.com for Robert Holmes at Carlton James Private & Commercial.
Robert Holmes is based in Swindon, England, United Kingdom while working with Carlton James Private & Commercial.
Robert Holmes has worked for Carlton James Private & Commercial, Carlton James Property Asset Management Limited, and Pearson Independent Advisers.
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Robert Holmes holds Financial Planning Certificates (Fpc). Mortgage Advice Qualification (Maq)., Financial Planning And Services from Zurich Insurance Training Centre.
Robert Holmes is listed with skills including Finance, Portfolio Management, Commercial Real Estate, Management, and Investments.
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