Robert LewisDirector / Independent Financial Adviser
areas of expertise
- Pensions & Retirement
- Long Term Care
- Estate Planning
- Protection Planning
- Equity Release
- Fellow & Chartered Financial Planner
- Advanced Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- Certificate in Equity Release
- Investment Management Certificate
- AF7 Pension Transfers
- Diploma in Discretionary Investment Management
- Certificate in long Term Care Insurance
- View Statement of Professional Standing SPS
Rob has over 18 years of experience in financial services, including stockbroking, banking and independent financial advice. He is also a Fellow with the Chartered Insurance Institute (CII), the highest accolade in financial planning, with the CII. Rob has the breadth and depth of experience needed to quickly understand client’s needs and craft the most suitable solutions.
Rob has a real passion for the community and is also a Trustee and the Finance Chair of Newcis, the largest carers support charity in Wales, also based in Mold. He is also a community govenor and finance chair for Mold Alun High School.
Before joining Celtic Financial Planning Ltd, Rob helped to establish another local independent financial advisory firm. From this he brings across a great deal of experience and fresh ideas to help make Celtic Financial Planning Ltd an exciting firm now, and long into the future.
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