Robert Curwen-Reed

Independent Financial Adviser

Bath

With more than 35 years as a financial adviser, Robert has experience in all key areas of financial planning and advice. He offers a personal service to his clients, helping them to achieve their goals in life.

Robert’s qualifications and experience enable him to offer a relaxed and personal service, based on mutual respect and trust. This is demonstrated by his longstanding clients; however, he welcomes new clients who are looking for a bespoke and personal service.

Specialisms

  • Pension planning
  • Retirement planning
  • Investment planning
  • Tax planning
  • Personal protection
  • Mortgages and Equity Release

Find an adviser

Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.

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