Rob is a Director of Bourlet Consulting and has worked directly with personal clients, corporate bodies and professional service firms throughout his career. He is Head of the Executive Partnership Programme and has extensive experience in dealing with all aspects of financial planning.
“In a financial world where there is an array of choice, it’s sometimes hard for clients to see the wood for the trees. Understanding what they are looking to achieve, then being able to provide reassuring clarity for them is incredibly rewarding. Whilst it’s very important that any planning measures are successful, at the very heart of our client relationships is a depth of understanding and mutual trust built over time.”
Rob’s considerable experience extends to:
- Advising on all aspects of pension planning
- Dealing with benefit packages in the workplace
- Advising on corporate benefits programmes
Rob has worked with Senior Executives in IBM, Rolls Royce, The Highways Agency and The Bank of England to name but a few. He is Diploma qualified and has held senior managerial positions in Alexander Forbes Consultants & Actuaries, Barclays PLC, and Sedgwick Noble Lowndes and has a broad perspective of financial issues – in particular as they apply to the busy individual in the workplace.