Rob joined Killik & Co in 2020 and is a Wealth Planner working from our Mayfair and Esher offices. Rob is a member of the Chartered Insurance Institute (CII) and a Chartered Financial Planner who advises mainly on retirement planning, Inheritance Tax mitigation including trusts, pension planning including more complex pensions, and tax efficient investing. Rob enjoys helping his clients make sense of their financial situation and develop a long term plan, tailored to their needs and objectives.
Mayfair branch
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