Robert Earle
Associate Wealth Planner
Based in Leeds
DipPFS
Rob is a Business Management graduate with over seven years’ experience in financial services. Rob has previously worked in back-office roles for different companies such as in the wealth management department of a national accountancy Firm, and for a small local independent chartered financial advice firm. He joined Succession Wealth in June 2023.
This experience helps Rob understand and explain the full holistic financial advice journey for his clients. Rob gets great satisfaction knowing he is helping clients achieve their financial goals all while reaching peace of mind.
"I love fitness, travelling and sport. When not working, I enjoy running marathons, half marathons, park runs, hiking and taking part in new physical challenges."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.