Director and financial planner
Day job
As both director and financial planner, Robert combines strategic leadership with hands-on client support, delivering personalised financial plans covering investments, retirement, and estate planning.
Robert regularly meets with clients to understand their goals, monitors portfolio performance, and ensures all advice remains up to date and compliant. He works closely with Anna to uphold the Portcullis’ high standards, building long-term relationships based on trust, transparency, and mutual understanding. For Robert, every engagement is a partnership, and helping clients navigate complex financial decisions with confidence is a privilege.
Husband, father, and experience chaser
Home life
When he’s not working with clients, Robert can usually be found outdoors—playing golf, exploring new walking routes, or tracking down hidden food spots that are off the beaten path.
He enjoys discovering places that blend great flavours with a relaxed, local feel, and he’s always on the lookout for new areas to explore on foot. Spending quality time with friends and family is an important part of his routine, giving him space to unwind, stay grounded, and keep a healthy sense of perspective. This balance between meaningful relationships, fresh air, and simple pleasures helps him maintain the energy and clarity he brings to his work every day.
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