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Robert Record is listed as Partner at Partners Wealth Management | IFA | Helping individuals reach financial freedom at Partners Wealth Management, a company with 78 employees, based in Horsted Keynes, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Record.
Robert Record previously worked as Partner at Partners Wealth Management and Consultant at Partners Wealth Management. Robert Record studied at Newcastle University.
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I am an experienced financial professional advising high net worth individuals, their families, companies and trusts. My particular focus is on sophisticated investors and I have a wealth of experience working with clients in the financial market’s ecosystem, directly as executives or indirectly as business founders accessing growth capital.Key skills:✅ Wealth Management✅ Investment Planning✅ Retirement Strategies✅ Tax Optimisation✅ Estate Planning✅ Risk ManagementWhy clients work with me?🤝 Trusted Expertise: Informed adviser using market leading technology to grow your wealth.🌱 Personalised Approach: Tailored financial plans to suit your and your family's goals and ambitions.🎯 To Give You Financial Security: Building trust and confidence with regards to your financial wellbeing.
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1 Angel Court, London EC2R 7HJ
Independent financial adviser at leading City of London practice with £4bln of assets under advice and exceptionally strong parent, Seven Investment Management (7IM). Best-in-class advisory firm where advice can be truly independent, unconflicted and underpinned with sound financial planning, thereby allowing clients to achieve their financial freedom.
1 Churchill Place
Senior wealth manager in the Financial Institutions Group ("FIG") providing financial and wealth structuring advice to high net worth and ultra high net worth individuals/their family offices.Responsible for 75 key client relationships totaling £550m AUM and with associated revenues of £6.5m. The client book was well diversified over assets.
Private Banker to HNW clients, starting my career in the Affluent Team before moving over to help set-up and shape the Financial Institutions Group ("FIG") proposition.
Working with an established Client Advisor to provide financial advice to a portfolio of clients and to help originate new business.
Assistant to the Head of the UK resident non-domiciled desk. Team made up of seven client advisors and clients from all parts of the world.
Other employees you can reach at partnerswealthmanagement.co.uk. View company contacts for 78 employees →
Jacob Paoletti
Colleague at Partners Wealth ManagementGreater Chicago Area, United States
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Katie Odell
Colleague at Partners Wealth ManagementRochford, England, United Kingdom, United Kingdom
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Bruce Dodd
Colleague at Partners Wealth ManagementEpsom, England, United Kingdom, United Kingdom
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Richard Fleming Dippfs
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
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Virginia Stevens
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
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Tim Martineau
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
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Rebecca Rider
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
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Andrew Mina Fpfs, Msc
Colleague at Partners Wealth ManagementUnited Kingdom, United Kingdom
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Jonathan Horler
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
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Fiona Oliver
Colleague at Partners Wealth ManagementUnited Kingdom, United Kingdom
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Robert Record works for Partners Wealth Management.
Robert Record is listed as Partner at Partners Wealth Management | IFA | Helping individuals reach financial freedom at Partners Wealth Management.
Robert Record is based in Horsted Keynes, England, United Kingdom while working with Partners Wealth Management.
Robert Record has worked for Partners Wealth Management, Barclays, Ubs, and Ubs Wealth Management.
Robert Record's colleagues at Partners Wealth Management include Jacob Paoletti, Katie Odell, Bruce Dodd, Richard Fleming Dippfs, and Virginia Stevens.
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Robert Record studied at Newcastle University.
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