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Rob Silk CertPFS (DM & Securities)
Trainee Independent Financial Adviser
Rob began working in the financial services industry in 2011 when he joined Santander, employed in various roles across the south coast including banking adviser and branch manager.
Having always aspired to give independent advice, Rob joined Strategic Solutions in 2020, working closely with Kevin Forbes, Jon Hickson and Paul Roberts. He is studying towards the Diploma in Regulated Financial Planning where he is awaiting the result from the final exam. Once completed Rob will move onto studying for Chartered status.
Rob lives with his girlfriend and two cats. He keeps active through a love of cycling and football. His longest cycle rides have been for charity, including self-guided rides from London to Madrid and coast to coast across America.
He is a member of the Personal Finance Society (PFS) and holds the following qualifications:
RO1 - Financial Services, Regulation & Ethics
RO2 – Investment Principles and Risk
RO3 – Personal Taxation
RO4 – Pension and Retirement Planning
RO5 – Financial Protection
J10 - Discretionary Investment Management
J12 - Securities Advice & Dealing
Certificate in Discretionary Investment Management
Certificate in Securities Advice & Dealing