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Rob Silk Dip PFS, CertPFS (DM & Securities), CertCII (ER & FS) CertSMP
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 has recently completed the Diploma in Regulated Financial Planning and will now 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
RO6 – Financial Planning Practice
RO7 – Advanced Mortgage Advice
ER1 – Equity Release
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance
J10 – Discretionary Investment Management
J12 – Securities Advice & Dealing
LP2 – Financial services products and solutions
AF4 - Investment Planning
Diploma in Regulated Financial Planning
Certificate in Discretionary Investment Management
Certificate in Securities Advice and Dealing
Certificate in Financial Services (General Route)
Certificate in Advanced Mortgage Advice
Certificate in Mortgage Advice
Certificate in Equity Release
Award in Long Term Care Insurance