Robert Annand Email
Financial Planner
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Robert Annand Location
- Kirkcaldy, GB
Robert Annand Work
- Financial Planner @ Create & Prosper Financial Services Ltd (August 2017 - Present)
- Financial Planner @ (January 2017 - Present)
- Financial Planner and Wealth Manager @ (October 2015 - Present)
- Financial Planner @ Ashcourt Rowan (August 2008 - October 2015)
- Independent Financial Adviser @ Pagan Osborne (August 2005 - August 2008)
Robert Annand Education
- Balwearie High School 1976-1982
Robert Annand Skills
- Building and maintaing long term relationships with clients
- Discretionary Fund Management
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Inheritance Tax Planning
- Investment Strategies
- Investments
- Pensions
- Portfolio Management
- Regularly Review existing and new clients investments
- Retirement Planning
- Wealth
- Wealth Management
- Customer Service
- Sales
- Management
- Marketing
Robert Annand Summary
- Robert Annand, based in Kirkcaldy, GB, is currently a Financial Planner at Create & Prosper Financial Services Ltd. Robert Annand brings experience from previous roles at Tilney Group, Towry, Ashcourt Rowan and Pagan Osborne. Robert Annand holds a 1976 - 1982 Balwearie High School. With a robust skill set that includes Building and maintaing long term relationships with clients, Discretionary Fund Management, Finance, Financial Advisory, Financial Planning and more. Robert Annand has 2 emails on RocketReach.
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