Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact details. For further contact details please see our "Contact Us" page.
Rob finds it hugely rewarding, using his wealth of knowledge and expertise, to put together financial plans for his clients that support their life goals.
Rob is very open and approachable – give him a call and see how he can help you.
Clare manages all aspects of client servicing and is much respected by our clients. Clare is always keen to help, and rises to the challenge to seek solutions to any of our client issues.
Clare loves the outdoors and is a keen camper. She enjoys spending time with her family that includes 2 spaniels.
Outside of work Donna is a keen runner. She is a member of a local running club and takes part in many events from extreme trail running to marathons. She also has 2 children and a Fox Terrier called Ralph that keep her busy!
Emma provides support to Rob Whiting with a variety of research, paraplanning and administrative based tasks and is able to build strong relationships with personal and corporate clients alike.
Outside work Emma enjoys spending time with friends and family, visiting National Trust Properties, getting into a good box set and travelling, especially to Italy!
Julia supports Rob with the research and analysis required to help meet clients’ objectives and prepares client financial plans and reports.
Outside of work, Julia loves spending time in the countryside with her dogs. She is also a keen quilter and sailor.
Helen is a very active person and enjoys long distance running – including a marathon success.