Robert Hoggarth
Financial Planning Consultant (Chartered)
About Robert
As a Chartered Financial Planner with more than 25 years’ experience in financial services, Robert works closely with private clients and business owners throughout West Cumbria, delivering personalised financial planning advice.
Having spent the majority of his advisory career with the same firm, Robert has built long-standing relationships with clients and their families, providing continuity of advice through different life stages, business decisions and market conditions.
His advice covers key areas of wealth management, including pensions, investments, retirement planning and inheritance tax planning, helping clients build, manage and protect their financial future with confidence.
