robert-whittle

Robert Whittle

Partner

Rob is an equity partner of Parkgate and has been providing professional financial advice to clients since 1985. Rob specialises in retirement and estate planning with an emphasis on wealth management and estate transition.

About

After 9 years in the Civil Service, Rob joined the financial services sector in 1985. Having seen the industry evolve into the regulated and structured profession it is now, Rob became a Co-Partner with Bill Ward at Parkgate in 2011. Rob enjoys nothing more than helping his clients achieve their goals, many of whom have been with him from starting work to now retiring. Being part of their financial journeys has given him the experience to provide the valuable advice and planning his clients need to realise their personal dreams.

Qualifications

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