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Private Wealth Director
As a career Financial Planner giving advice since the age of 21, Robert loves to help people and create robust and comprehensive financial plans.
Working with British, American, and many other expats for the last 19 years, and the last 13 years in the international space, he enjoys speaking with clients and helping them achieve their financial goals. His approach is straightforward and honest, putting his clients’ goals and priorities at the heart of everything.
He is a Chartered Fellow through the CISI in the UK, having first achieved this Chartered status in 2015. Now SEC-registered in the US, he provides US and UK cross-border advice for clients in the US and overseas, supporting all aspects of their financial planning requirements.
Helping clients with a full range of financial planning, his aim is to build long-term relationships in which his role is to provide information and clarity whilst offering support all the way through their financial journey.
Areas of Expertise
Qualifications & Awards
Private Client Investment Advice Management - Level 6
Portfolio Construction Theory in Wealth Management - Level 7
CeMap
DipFA
Chartered Fellow CISI
Portfolio Construction Theory in Wealth Management
Regions Covered
Robert is a conscientious and ethical adviser. He is thorough in his research and keeps his clients' best interest at heart. Robert has a holistic approach to investment, keeping the bigger picture... Read Full Quote
Rob had provided me with tailored, honest, incisive advice for the last five years. I am so grateful to have someone I can trust to call on when I need advice - he's always responsive and always has... Read Full Quote
Myself and my wife have worked with Robert for around five years now. Having used previous financial advisers, we've found Robert easy to deal with, upfront, honest, clear and trustworthy. ... Read Full Quote
I have worked with Robert Barfield - Rob - for almost three years focusing on rationalising my overly complex Investment portfolio. Rob is an established and successful investment manager with a... Read Full Quote
I have known Rob as a financial adviser for approximately 8 years now and always been impressed by the way he wants to do things right. As an ex financial adviser I trusted him with... Read Full Quote