Rob Hillock
Senior Manager @Broadstone
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WORK HISTORY
Senior Manager @Broadstone
Liverpool, GB
EDUCATION
ifs School of Finance
Certificate for Financial Advisers (CeFA)
ifs School of Finance
Certificate in Mortgage Advice and Practice (CeMAP)
Pensions Management Institute - PMI
Certificate in Pensions Automatic Enrolment, Pensions
University of Hull
BA (Hons), Economic and Social History
cii - The Chartered Insurance Institute
Certificate in Equity Release , Society of Mortgage Professionals
cii - The Chartered Insurance Institute
Diploma in Financial Planning
SKILLS
ABOUT ROB HILLOCK
One of the most important steps to achieving any goal is to develop a plan. I work with my clients, utilising my knowledge and experience, to develop your bespoke financial plan and help you achieve your financial goals. Whatever the financial climate that we find ourselves in, matching your investment strategy to your attitude to risk and capacity for loss is vital. Whether you are saving for your children’s future, a new home or even just building a rainy day fund, I will help you achieve your goals, within your risk profile, in a tax efficient manner. Being faced with the decision of the ‘best way’ to access your pension can be daunting. Avoiding making costly mistakes, managing risk and planning your income streams in a tax efficient manner is vital for you to be able to look forward to a long and prosperous retirement.
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