Robert Clayton

Specialisation:

Pension Transfer Specialist, Pensions and Divorce Service, Inheritance Tax and Trust Planning.

Background:

Bob has been in the industry for over 13 years, joining Scottish Widows direct sales force in 1994.  After two years Bob became an Independent Financial Adviser.  Whilst practising as an IFA, Bob started to concentrate on compliance and management propositions for several large firms and networks.  Bob now also provides compliance and technical services to other firms via his own business.  Bob joined Kellands Chetwood in 2007.

Relevant qualifications:

FPC 1, 2, 3
G10 Taxation and Trusts
G60 Pension Transfers
G80 Long Term Care
H15 Sales and Supervision

Family:

Bob is married to Sarah and has a cat called Gus.

Interests:

Bob is a keen cyclist and enjoys travelling abroad and cooking (and then eating!).

Kellands Chetwood Ltd is authorised and is regulated by the Financial Services Authority. FSA Firm reference number 195024. http://www.fsa.gov.uk/register Registered in England | Company No. 4021559