Rob has a 30-year pedigree in financial services, having started his career with TSB (the original one!) before joining Sun Alliance as a financial adviser and then moving on to set up his own independent practice in 1999. Many of the clients from those early days are still clients now and many have become long-standing friends. Rob’s job satisfaction comes from knowing the outcomes of his advice can lead to his clients’ secure retirement, the purchase of a dream home or the knowledge that they have security at a time of loss.
Rob lives locally to Newport with his wife Suzanne and two children. He’s a keen golfer, which he fits around taking his youngest son karting.
His favourite parts of the world to spend time in are the New Forest and Italy – the latter being perfect for indulging the passion he shares with his sons for exotic cars and where they’ve taken the chance to visit the homes of both Ferrari and Lamborghini.
Little known facts about Andrew: a former allotment holder, he once won a gardening competition run by a well-known national house builder; he was a fair hand at snooker as a younger man and was coached for a while by Australian-born pro player, Eddie Charlton!
Director
Lee joined Robert Nicholas in November 2015 as a trainee Financial Adviser/Paraplanner. He completed the financial planning qualifications in January 2019 which led to qualifying as a fully authorised Financial Adviser. He also holds a BA Hons degree in Business Management with Financial Management, from Manchester Metropolitan University.
Lee works with individuals and businesses to help advise and deliver solutions as well provide ongoing support to meet their needs, goals and objectives.
He enjoys playing a mixture of different sports with friends, mainly football where he plays and helps to run a local football team. He also has a young daughter, so often spends the weekends chasing her around at the local park.
Chartered Financial Planner
Professional
Mike is an experienced Chartered Financial Planner with over 20 years in financial services. He specialises in helping clients plan for and enjoy retirement, structuring investments efficiently to meet their objectives, and building holistic estate planning strategies that provide long-term peace of mind.
Personal
Mike is married with two children. Outside of work, he enjoys supporting his children’s sporting activities and competing in amateur endurance sports.
Call us on 01952 820155 or email admin@robertnicholas.co.uk