Rob Ingram Email & Phone Number

Just as it is key to understand our clients objective it is important for each of our clients to understand why we choose to do what we do. I am proud to say that I am the second generation in my family of wealth managers.Watching my father’s business as I was growing up and the long-lasting relationships he built with many of his clients filled me with a real passion for financial services. Helping people cut through the jargon of the ever changing economic and political climates and aiming to give them the tools necessary to achieve and surpass their financial goals.Therefore, in 2014 I established Rob Ingram Wealth Management, since then we have focused on providing each one of our clients a professional service that is tailored to their circumstances. Taking the time and care to ensure each client’s individual needs are being met and putting in place financial planning strategy’s that can span several generations.In line with my professional background, I provide advice covering the areas:• Investment planning• Estate and inheritance through intergenerational planning• Retirement planning • Protection and life cover needsI have focussed on developing specialist knowledge on the corporate markets working with directors to meet the specific goals of their company and themselves as individuals. This can include Corporate Retirement Planning and Investment Planning as well as dealing with business sales and the re-distribution of those proceeds.*Away from work I am a keen golfer and enjoy a Saturday at Royal Porthcawl Golf Club where I am lucky enough to be a member. I was always a big sportsman growing up so my interests also extend to Rugby and motorsports for which I competed for many years internationally.If you have any questions or would like to know a little more please email me at rob.ingram@sjpp.co.uk or on 07747104720ThanksRobRobert Ingram Wealth Management 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.*This may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Listed skills include Investments, Real Estate Development, Wealth Management, Investment Properties, and 18 others.

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  Oxford Brookes University

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