Rob Harding DipPFS – Financial Planner
Rob has worked in the Financial Services industry since 2008 and has had a variety of roles in operations and compliance. In 2021, he set up a small business, helping a number of financial advisors with their compliance and report writing responsibilities.
Having worked with JPB Financial Planning since May 2021, he was delighted to accept a role as an employed Financial Planner from January 2024. Rob is nearing Chartered status having completed the Diploma in Regulated Financial Planning in February 2018.
Rob offers a holistic approach to financial planning and aims to really understand client needs before recommending solutions for retirement planning, investments, inheritance tax planning and wealth protection. He understands that cashflow modelling can provide clients with the reassurance they need to be financially secure.
Away from work he is kept busy by his young son and their love of football. Rob is a coach for his son’s football team and is a season ticket holder at Stoke City. You will also find Rob being frustrated on the golf course in the warmer months.
E-mail: Rob@jpbfinancialplanning.co.uk
LinkedIn profile : Rob Harding
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