APFS, Cert CII(MP)
Chartered Financial Planner
Rob has been a Wealth Manager since joining the industry on the day of ‘Big Bang’ – October 27th 1986 – the day that marked the start of deregulation in the City of London and a move from open outcry to electronic trading on the London Stock Exchange.
Rob worked for two small firms of IFAs prior to joining Elliott Bayley in 1994. As a Director of Elliott Bayley, Rob helped shape the investment strategy of the firm and left the business at the end of 2000, just prior to its purchase by AEGON, to found Rosan Helmsley in March 2001.
Rob advises a diverse range of corporate and private clients, and with the executive and non-executive directors is responsible for the strategic development of the firm.
Rob is married with two grown up children and enjoys travelling and a wide range of sports, including skiing, water-skiing, tennis and golf.