Our People
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 telephone number and email address. For further contact details please see our "Contact Us" page.
Mobile. 07966 916168
Email. robffp-uk.com
Rob specialises in investment, pension and tax planning* and is qualified to offer advice in “Final Salary” pension scheme transfers.
Rob is a member of the Personal Finance Society (PFS) by Diploma and holds the Advanced Financial Planning Certificate. Rob has been awarded a “Statement of Professional Standing” by the Chartered Insurance Institute.
In his spare time Rob enjoys spending time with his family, is a keen fisherman and is sometimes seen “hacking” around a golf course!!
Mobile. 07775 668123
Email. jamesffp-uk.com
James has worked in Financial Services since graduating from the University of Manchester almost 20 years ago. He holds the Diploma in Financial Advice and has been awarded the Statement of Professional Standing from the Institute of Financial Services. Areas of expertise include pensions and retirement planning, investment analysis and estate planning*.
James has a young family that more than keeps him on his toes. However, he still manages to escape on the odd occasion and will normally be found attempting to recreate former glories at Elstow Cricket Club or trying to find the fairway of a local golf course.
Mobile. 07891011055
Email. davidffp-uk.com
David is a general Financial Planner advising in areas such as life assurance, savings and investments and has a particular interest in pension planning.
David holds the CII Diploma in Regulated Financial Planning & has been awarded the Chartered Insurance Institute’s "Statement of Professional Standing."
Outside of work David enjoys spending time playing golf & other sports and maintains an active social life with friends and family.
Location
After much deliberation and healthy debate, Flourish Financial Planning decided to base their head office at Wyboston Lakes, conveniently located midway between Cambridge and Milton Keynes and a stone’s throw away from the historic market town of St Neots, with its high speed rail link to London. Set amongst 350 acres of rolling Bedfordshire countryside, Wyboston Lakes offers all you would expect from a modern, state of the art office complex, with the added benefit of its picturesque surroundings.
The location works well for our existing clients and the offices will afford a warm welcome to all visitors, new and old. There is ample free parking onsite, along with an array of other facilities including a bar and restaurant, and various leisure facilities. Having worked in Financial Centres throughout the UK, we are sure this location works well for us and our clients.
*The Financial Conduct Authority does not regulate Estate Planning.