Rob Stone DipPFS BA (Hons)

Rob has joined the company as an experienced Independent Financial Adviser in January 2009 having worked previously for another local IFA practice since 2006.

He is fully qualified to Diploma level and a member of the Personal Finance Society and Chartered Insurance Institute. He graduated from the University of Keele in June 2004 with a First Class Honours degree in Business and Finance and hopes to achieve Chartered Financial Planner status in the foreseeable future.

Due to the success of the company in attracting new clients Rob has been brought on board to assist David with annual reviews and will advise mostly existing clients. He is fully experienced in advising on investments, pensions, and trust planning.

Outside of work he is a keen sportsman and enjoys playing football and tennis, and he also supports his local football team Stoke City. He likes to assist local charities and last year completed the ‘Three Peak challenge’ in 24 hours to help raise funds by sponsorship.