Rob is a Director of Bourlet Consulting and works with Trustees, Court of Protection appointed Deputy’s and Business people looking to realise value from their business. He is the appointed Compliance Officer overseeing the regulatory and operational requirements of the business.
Rob says,
“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.”
Robert Johnson
Robert’s considerable experience extends to:
- Advising on all aspects of family succession planning
- Dealing with Trustees and the challenges they face
- Advising on exit strategies for business owners
Robert has worked with Senior Executives in IBM, Rolls Royce, The Highways Agency and The Bank of England to name but a few. He is a Chartered Financial Planner 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.