Rob Jackson – Managing Partner

I believe good financial advice should bring complete clarity. That’s probably why, when clients refer me, they usually say: “Speak to Rob, he’ll be able to tell you what to do.”

I work with City Professionals and Business Owners who come to me at different stages of their financial journey. The most common question I hear is: “Is what I’m doing right?”

Most have already taken action in some areas of financial planning but often find themselves second-guessing their decisions. Many are sceptical because their previous adviser was too transactional and failed to provide the ongoing support and peace of mind they expected.

That’s where I come in. I keep things simple and structured, giving clients a clear framework for their financial plan. This structure provides reassurance and helps them stay confident in achieving their goals. My clients describe me as honest, diligent, and trustworthy.

I also make financial planning visual and engaging, almost like a game, with clear levels to complete before moving on to the next stage. It makes the process not only more enjoyable but more effective.

I’ve been in the financial advice industry since 2009 and hold Chartered ALIBF AdvDipFA status. I studied at Portsmouth University and have a background in property, which helps me understand why clients often have a deep emotional connection to their homes. I help them balance that sentiment with sound financial strategy, ensuring their homes remain an asset, not a burden.

Outside of work, I’m a keen gardener and love getting my kids involved on weekends. As a family, we spend quality time swimming, doing arts and crafts, or enjoying the occasional Disney movie. My wife and I share a love of travel and great food, and when time allows, you’ll find me on the golf course, enjoying a good walk with close friends.