Chartered Financial Planner

Rob Bethel

About me

I have over 15 years' experience as a financial adviser and have spent the last six years specialising in providing financial advice to private wealth clients, particular in respect to pension and investment planning.

I am able to advise on all wealth and financial planning areas including investments, pensions, protection and estate planning.

As a Chartered financial planner I aim to work closely with my clients to develop a trusted, long-term relationship and have a positive impact on their lives through the provision of high quality advice.

Rob Bethel has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more

More information

Qualifications

FPFS
FSCI

Location

Based in: 
Halifax
Covers: 
West Yorkshire
North Yorkshire