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Robert Gerwat

Associate Director, Wealth

Robert is a Chartered Financial Planner and focuses on fostering long term relationships with clients, advising in all areas of financial planning including investments, pension planning and tax mitigation.

Robert is amongst the most highly qualified in the financial planning profession, holding the Chartered Financial Planner designation and is a fellow of the Personal Finance Society

Before joining the team, Robert held leadership roles in other financial advisory businesses, including Head of Strategy and Operations for a national IFA business. On the weekend you will find him walking his dog, visiting the theatre or working on his golf handicap.