Rob Williams DipPFS
Rob has been a Financial Adviser for over 30 years.
Rob started his working life in the agricultural industry. In this sector, he acquired a wide variety of skills, including; attention to detail, ensuring product quality & fit for purpose and helping customers use the recommended products in the most efficient and effect way.
Rob has continued to work to these original work ethics since he joined the Financial Services Industry with Prudential. He then spent time with Britannic Assurance and the Nationwide Building Society broadening his knowledge and skills across all areas of financial planning.
Rob also worked with NPI in the field of Equity Release for which he continues to hold the required specialist qualification. Rob is very interested in this area of the industry and is an advocate for the increasing quality of advice and products available to clients.
In 2000, Rob decided that to best serve his clients he would become an Independent Financial Adviser so that he was not tied or restricted to offer only one company’s products to his clients. He joined a local firm and then moved to English Mutual in 2010.
Rob enjoyed his time with English Mutual and the people he worked with but following the acquisition and rebranding of the firm he decided to join Bespoke-Advice so that he was able to continue to offer independent, personalised and individually tailored advice to his clients.
Rob is qualified in providing investment, pension, protection and mortgage advice including equity release.
Rob prides himself on the quality of advice and ongoing service he provides which is reflected by the fact that he is still advising clients he first met (when he joined Prudential) and is now advising their children and, in some cases, grandchildren.
Rob lives on the Welsh/Shropshire borders, and is married to Sue and they have a daughter Laura who has followed Rob into Financial Services. When Rob is not working he enjoys playing golf, watching most sport and he is also a keen wildlife watcher.