Robert Wareing Alibf Email & Phone Number

I have worked within the financial services industry for 18 years, 14 of which have been as a financial adviser. In this time, I have developed a wealth of experience and expertise in advising my clients in a range of areas of financial planning including:Estate and inheritance tax planningProtection planningSavings and Investment PlanningRetirement PlanningI believe strongly in building long-standing and trusted relationships with my clients by taking the time to understand both their short and long term objectives so that I can tailor my advice to suit individual circumstances. As a professional adviser I have always prided myself on acquiring and developing my technical knowledge. The application of such knowledge then results in personalised and holistic advice which consequently benefits my clients by supporting them throughout life's stages. Outside of work I love to spend time with the family exploring the great outdoors. I also enjoy keeping fit and am a keen cyclist and runner. The value of your investment can go down as well as up. You could get back less than you invested.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 15/11/2024