Robyn Lovatt

Norfolk

Meet Robyn

I began my career with Aviva, gaining 15 years of experience before joining HFP (now Shackleton) in 2001. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society at Shackleton Advisers.

I have been working in the Financial Services Industry for over 40 years and have helped many clients realise their goals over that time. I have also tried to ensure they remain on track, revisiting their plan each year and keeping them well financially educated to the level that suits them. This helps clients so they don’t make poor decisions when times are difficult and reminding them about the long-term plan and then sticking to it.

In some cases, I am now advising the third generation of families, grandchildren of very loyal clients who I have been advising for many years.

I remain passionate about our role and am very excited to see the developments with the use of technology that will be coming, which will benefit all clients and how they are advised both initially and on an ongoing basis.

Outside of work, I enjoy following a wide range of sports, travelling, and spending quality time with my family. I am also partial to a round of golf, but I would add I am still learning. I am an avid supporter of Norwich City Football Club, although that can be challenging on occasions.

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