Rob Hillock

Senior Manager @Broadstone

Liverpool, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2022 — Present

Senior Manager @Broadstone

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Liverpool, GB

EDUCATION

2007 — 2009

ifs School of Finance

Certificate for Financial Advisers (CeFA)

2007 — 2008

ifs School of Finance

Certificate in Mortgage Advice and Practice (CeMAP)

2014 — 2014

Pensions Management Institute - PMI

Certificate in Pensions Automatic Enrolment, Pensions

1996 — 1999

University of Hull

BA (Hons), Economic and Social History

2018 — 2018

cii - The Chartered Insurance Institute

Certificate in Equity Release , Society of Mortgage Professionals

2010 — 2012

cii - The Chartered Insurance Institute

Diploma in Financial Planning

SKILLS

PensionsSippFinancial PlanningMortgage LendingLife InsuranceInvestment StrategiesFinanceIncome ProtectionPension SchemesCorporate BenefitsAuto EnrolmentFixed AnnuitiesFinancial PlannersHigh Net Worth IndividualsRelationship ManagementNew Business DevelopmentTerm Life InsuranceProtection Planning/Family SecurityEstate PlanningIsaWealth ManagementRetail BankingPersonal Financial PlanningSavingsInvestmentsMortgage InsuranceAccount ManagementFinancial AdvisoryMortgage PlanningTaxWealth Management ServicesInsurancePrivate BankingEmployee BenefitsPersonal PensionsResidential MortgagesFinancial ServicesCritical IllnessRetirement SavingsWealth Accumulation

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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Rob Hillock — Senior Manager at Broadstone in Liverpool, GB | Unifers