Rob has 20 years of experience, of working in international financial services.
Rob began is career working in Gibraltar, using his experience in pensions he decided early on to see how these structures could be utilised more in the personal international financial planning area. During 2006 Rob developed one of the first Qualifying Recognized Overseas Pension Schemes which ultimately took him to Guernsey to open an office for his then employer. Rob sits on the technical, ESG and marketing panels of the Guernsey Association of Pension Providers along with being a member of the main committee.
In 2020 to establish his own employee benefit and private client group, head quartered in Guernsey with other like-minded individuals, called The UAP Group. Subsequently they completed their first acquisition, Concept Group, a well-respected Guernsey based International Pension and Private Client company in October 2021. The group currently has offices in London and Guernsey with plans to open in Spain, South Africa, and the US later this year.
Having a personal interest and often exposed to the US tax system, more recently Rob developed a retirement plan that is more suited to US nationals working overseas and US connected individuals, this was after a number of years of research and working with key tax advisers in the US and overseas.