Robin Adviser Email
Chartered Financial Planner, Financial Life Planner, IFA and Founder @ Bluecoat Wealth Management Ltd
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Robin Adviser Location
- England, United Kingdom
Robin Adviser Work
- Chartered Financial Planner, Financial Life Planner, IFA and Founder @ (November 2007 - Present)
- Independent Financial Adviser @ Magus Financial Management Limited (January 2002 - January 2007)
- Independent Financial Adviser @ (January 2001 - January 2002)
- Independent Financial Adviser @ City Independent Intermediaries (January 1998 - January 1999)
- Independent Financial Adviser @ Tribune (January 1997 - January 1998)
- Senior Consultant @ Black Horse Financial Services (January 1995 - January 1997)
- Assistant Manager @ (January 1980 - January 1994)
Robin Adviser Education
- Kinder Institute of Life Planning
Registered Life Planner (Financial Life Planning)
2010-2011 - Christ's Hospital 1973-1980
- Personal Finance Society
Fellow
Robin Adviser Skills
- Charities
- Empathy
- Equity Release
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Services
- Financial insight
- High Net Worth Individuals
- Income Protection
- Inheritance Tax Planning
- Investment Advisory
- Investments
- Life Coaching
- Listening
- Pensions
- Plannning
- Retirement
- Retirement Planning
- SIPP
- Savings
- Strategic Financial Planning
- Wealth
- Wealth Management
Robin Adviser Summary
- Robin Adviser, based in England, United Kingdom, is currently a Chartered Financial Planner, Financial Life Planner, IFA and Founder at Bluecoat Wealth Management Ltd. Robin Adviser brings experience from previous roles at Magus Financial Management Limited, Informed Choice, City Independent Intermediaries and Tribune. Robin Adviser holds a 2010 - 2011 Registered Life Planner in Financial Life Planning @ Kinder Institute of Life Planning. With a robust skill set that includes Charities, Empathy, Equity Release, Estate Planning, Financial Advisory and more. Robin Adviser has 1 emails on RocketReach.
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Top Bluecoat Wealth Management Ltd Employees
Robin Adviser
Chartered Financial Planner, Financial Life Planner, IFA and Founder
England, United Kingdom
David Dippfs
Director
Shoreham-by-Sea, GB
David Apfs
Director
Southwick, GB
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