Robert has acted since 1988 for; IFAs, general insurers, wealth managers, investment advisors, sole advisors, and life insurance and pension providers. His work covers:
- see our mergers & acquisitions page
- liability limitation for retail financial advisers
- commercial contracts
- distribution and promotion of financial services products
- board corporate governance reports
- financing of adviser firms
- designing remuneration schemes
We are members of the Association of Professional Compliance Consultants.