Just as it is key to understand our clients' objective it is important for each of our clients to understand why we choose to do what we do. I am proud to say that I am the second generation in my family of wealth managers.
Watching my father’s business as I was growing up and the long-term relationships he built with many of his clients filled me with a real passion for financial services. From helping people cut through the jargon, the ever changing economic and political climates and giving them the tools necessary to achieve and surpass their financial goals.
With a passion for financial planning and determination to take the industry to a new level of client service I established Rob Ingram Wealth Management, since then we have focused on providing each one of our clients a professional service that is tailored to their circumstances. Taking the time and care to ensure each client’s individual needs are being met and putting in place financial planning strategies that can span several generations. Our clients range from many professions including, high profile professional sportsman, business owners, directors and company CEO’s as well as the everyday person that just wants someone they trust to make them comfortable that their pensions and savings are being well looked after.
Each client no matter of their background or individual circumstances receives a high level of service based on my fundamental principles; of trust, mutual respect and the very highest quality of financial advice, utilising the latest technology and putting the client at the heart of every decision