Robert Norman APFS
Financial Planning - "I believe in a goal based approach to financial planning and spend time helping you understand and set your financial planning goals".
My name is Robert Norman, I’m a Chartered Financial Planner and the founder of RCN Financial Planning. I entered the industry in 2003 having decided upon a career within the financial services industry whilst reading Business Economics at University. I worked my apprenticeship in Cambridgeshire before moving to the City of London in 2007 to further develop my career.
I believe in a goal based approach to financial planning and will spend time helping you understand and set your financial planning goals. My clients vary from young individuals in their 20s through to 40s looking to start the financial planning
process and people in their 50s through to early 80s looking to start withdrawing capital and income from their portfolios in a tax efficient manner as well as protecting their wealth for them and their family’s future. I also advise small to medium sized companies and trusts. I specialise within investment and retirement planning but offer whole of market advice as a Chartered Financial Planner.
Away from the office I enjoy most sports and spending invaluable time with my young family.