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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

CF1 - UK Financial Services, Regulation & Ethics

CF6 – Mortgage Advice

CF8 – Long Term Care Insurance

J10 – Discretionary Investment Management
J12 – Securities Advice & Dealing

LP2 – Financial services products and solutions

LP3 - Life and Pensions Principles and Practices

AF4 - Investment Planning

AF5 - Financial Planning

AF6 - Senior Management and Supervision

 
Diploma in Regulated Financial Planning

Diploma in 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