Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Burscough

Covers

Lancashire, Manchester, Merseyside

Rob Halsall

Chartered Financial Planner

My role as a financial planner is to work closely with clients to help them achieve their goals and ambitions. I will ensure that a trusted relationship is developed so that I can provide quality advice to you that can be relied upon over the long-term.

With over 14 years’ experience in financial services, I have assisted many clients throughout a variety of life stages as part of their holistic financial planning. Together, we will formulate a financial plan which is personalised to your needs; whether this is looking to build your wealth, plan against the unexpected, prepare for your future or planning the retirement lifestyle you deserve.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Burscough

Covers

Lancashire, Manchester, Merseyside

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