Rob Barnett

Rob Barnett

Senior Paraplanner, Chartered
Cheltenham

I have worked in Financial Services since 2007, with 11 years of that at a large building society providing risk assurance to both the business and clients, ensuring good outcomes.

At the start of 2019, I changed career path and undertook the necessary qualifications to become a qualified financial advisory professional. Since this time, I have worked within Compliance, eventually moving to Paraplanning, where I am now a Senior Paraplanner.

Learn more about me

My insights

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Investing: A marathon not a sprint
Investing isn’t a sprint — it’s a marathon. Long-term discipline, patience, and compounding are key to building lasting financial success.
man looking at tablet
Pensions and ISAs
In this article, we will examine the benefits of each, potential drawbacks and how both can be used effectively.
two people running on beach
Investing: A marathon not a sprint
Investing isn’t a sprint — it’s a marathon. Long-term discipline, patience, and compounding are key to building lasting financial success.
man looking at tablet
Pensions and ISAs
In this article, we will examine the benefits of each, potential drawbacks and how both can be used effectively.

About me