Robert Frampton

Financial Adviser

 

Robert deals with a range of financial planning areas. He is diploma qualified and is now working toward the highest level in the profession, Chartered status. He has already passed AF1 and is studying toward his next AF module.

Qualifications

  • Personal Tax and Trust Planning (AF1)
  • Dip in Regulated Financial Planning (RO1 – RO6)
  • Certificate in Mortgage Advice (MP)
  • Black Belt Six Sigma – Lean Operations

Education

  • Cardiff University MBA
  • Exeter University BSc Hons

Memberships

  • The Chartered Institute for Insurance
  • The personal Finance Society

What do you love most about your job?

I enjoy the challenge of organising finances to help people achieve their goals.

What do you like to do outside work?

I enjoy keeping active. I play golf at Royal Porthcawl and go to the gym regularly.

Quotes

Gwen Evans specialises in acting for claimants in group actions relating to environmental pollution. She recently represented a community in a nuisance claim due to dust fallout from a steel plant. One market source said: ‘She gets through a lot of detail very quickly and is unflappable.’

Chambers and Partners UK