Please complete the CAPTCHA to continue
@moorestephenscfp.com
✓
2 phones found area 792
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Robert Gaussen is listed as Independent Financial Adviser at Ascot Lloyd, a with 294 employees, based in Bath, England, United Kingdom. AeroLeads shows a work email signal at moorestephenscfp.com, phone signal with area code 792, and a matched LinkedIn profile for Robert Gaussen.
Robert Gaussen previously worked as Financial Planning Consultant at Cavanagh Group and Financial Planning Consultant at Bestinvest. Robert Gaussen holds Ba(Hons), Classics, 2:1 from University Of Bristol.
This section adds company-level context without repeating Robert Gaussen's masked contact details.
AeroLeads found 1 current-domain work email signal for Robert Gaussen. Compare company email patterns before reaching out.
I have been working as an independent financial adviser (IFA) since 1996. During that time I have had considerable experience of most areas of financial advice. This includes: - all areas of pension advice, including pension transfers, - all areas of protection,- investment advice, and the most appropriate tax wrappers for those investments, as well as - estate planning, often working in conjunction with other professional advisers, such as solicitors and accountants. - I also have looked after employee benefits for a large number of companies. - We also make use of cashflow forecasting to help clients explore where they have got to, and look at various scenarios; such a powerful tool, which really brings things to life. I currently look after primarily private clients, although I run pension schemes and employee benefits for a small number of SMEs. We make full use of the wide range of tax and investment wrappers available, to help clients achieve their financial aims and objectives in as tax efficient a manner as possible, and to suit their circumstances. Specialities: - Pension planning (corporate & individual), - investments, - tax planning, - estate planning, - protection(corporate and individual), - cashflow forecasting.
Listed skills include Strategic Financial Planning, Wealth Management, Retirement Planning, Pensions, and 29 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Bath, United Kingdom
Providing independent, objective financial advice to individuals in all areas of financial planning, including Protection, Pensions, Investment and Tax planning. Cashflow forecasting frequently used to help clients explore their financial objectives. We work closely with professional connections such as accountants and solicitors, and have particular experience with director owned companies.
London, United Kingdom
Advice on all areas of financial planning for individuals, including, pension provision, all types of protection, investments, tax and estate planning, making best use of available tax wrappers and allowances, to help clients achieve their financial aims.
London, United Kingdom
Financial planning advice to both individuals and corporate clients, relating to all areas of financial planning, including pensions, protection, tax planning and investments.
Officer in armoured regiment. Served as troop leader, Squadron second in command and assistant adjutant. Attachment postings to both Italian and Canadian armies.
Other employees you can reach at ascotlloyd.co.uk. View company contacts for 294 employees →
Caroline Castle
Colleague at Ascot LloydWest Midlands, England, United Kingdom
View →
SS
Sally Stokes
Colleague at Ascot LloydWolverhampton, England, United Kingdom
View →
BC
Beverley Chiamaka
Colleague at Ascot LloydUnited Kingdom
View →
ES
Emlyn Shepherdson-Jones
Colleague at Ascot LloydReading, England, United Kingdom
View →
MD
Mandy Dymond
Colleague at Ascot LloydUnited Kingdom
View →
IS
Ian S Painter Fpfs, Certs Cii Celtm Fcsi Cfp™
Colleague at Ascot LloydMaidstone, England, United Kingdom
View →
NW
Nicky Webb
Colleague at Ascot LloydShinfield, England, United Kingdom
View →
WT
Wendy Tee
Colleague at Ascot LloydHong Kong Sar, Hong Kong
View →
GD
Greg Dodwell, Fca
Colleague at Ascot LloydBracknell, England, United Kingdom
View →
RM
Robert Mulonga
Colleague at Ascot LloydNottingham, England, United Kingdom
View →
Activities and Societies: Bristol UOTC, Captain of JudoEnded up as Junior Under Officer in Bristol UOTC Royal Armoured Corps Troop..
Activities and Societies: CCF, Rugby, FencingPlayed in various rugby teams through the different years, ending up in the 3rd XV in my.
Quick answers generated from the profile data available on this page.
Robert Gaussen works for Ascot Lloyd.
Robert Gaussen is listed as Independent Financial Adviser at Ascot Lloyd.
AeroLeads has found 1 work email signal at @moorestephenscfp.com for Robert Gaussen at Ascot Lloyd.
AeroLeads has found 2 phone signal(s) with area code 792 for Robert Gaussen at Ascot Lloyd.
Robert Gaussen is based in Bath, England, United Kingdom while working with Ascot Lloyd.
Robert Gaussen has worked for Ascot Lloyd, Cavanagh Group, Bestinvest, and Queen'S Royal Lancers.
Robert Gaussen's colleagues at Ascot Lloyd include Caroline Castle, Sally Stokes, Beverley Chiamaka, Emlyn Shepherdson-Jones, and Mandy Dymond.
You can use AeroLeads to view verified contact signals for Robert Gaussen at Ascot Lloyd, including work email, phone, and LinkedIn data when available.
Robert Gaussen holds Ba(Hons), Classics, 2:1 from University Of Bristol.
Robert Gaussen is listed with skills including Strategic Financial Planning, Wealth Management, Retirement Planning, Pensions, Investments, Cash Flow Forecasting, Inheritance Tax Planning, and Estate Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Robert Gaussen you were looking for.
