Robbie Pierce

I have a wealth of experience in financial services having previously worked as a finance specialist for a main dealership in the motor industry for more than 17 years.

This experience has led me to helping clients to identify their financial goals with clarity, and then to recommending suitable financial plans that are clear, effective, and above all, understandable.

I am a diploma qualified independent financial planner and have worked in ‘financial advice’ since January 2020.

I prioritise and enjoy listening to my clients, to learn about their current circumstances and fully understand what they would like to achieve in the short-, medium-, and long-term. This careful understanding enables me to provide the most suitable and enduring financial advice over a wide range of financial planning areas including investments, tax planning, pensions, retirement planning, insurance and financial protection, inheritance tax and estate planning.

I work with a wide range of clients and pride myself on being able to deliver personal financial advice in a clear, concise, and understandable language.

Outside of work I enjoy spending time with family and friends, watching the Formula 1, and doing anything outdoors, particularly cycling.