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Rob Angel

Rob Angel

Independent Financial Adviser

Followers of Rob Angel10000 followers
location of Rob AngelStockport, England, United Kingdom

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  • Timeline

  • About me

    Chartered Financial Planner | Financial Adviser & Director, TPD Wealth Management | Three Best Rate Financial Services in Stockport | We offer bespoke guidance across all aspects of financial planning

  • Education

    • Sheffield Hallam University

      1987 - 1991
      BSC (hons) Industrial Studies 2.1

  • Experience

    • Haines Watts

      Mar 2000 - Mar 2007
      Independent Financial Adviser

      Independent Financial Adviser providing advice to the SME and HNW clients of the practise.

    • Royal Bank of Scotland

      Apr 2007 - Jan 2011
      Independent Financial Planner

      I was an Independent Financial Adviser providing advice to the bank's corporate clients. I advised both the directors of companies on their individual matters and provided corporate planning advice to their companies.

    • TPD Wealth Management Ltd

      Jan 2013 - now
      Director

      I am a Director at TPD Wealth Management. I specialise in advising high net worth individuals and owner managed businesses.

  • Licenses & Certifications

    • Chartered Financial Planner

      Chartered Insurance Institute

    • Associate of the Institute of Professional Willwriters

      IPW - Institute of Professional Willwriters