This month we welcome another highly experienced adviser to the Pensionlite team, as we continue to grow the wealth management side of the business.
Rob Venvil joins us with 17 years’ experience in the financial services industry where he has provided advice in areas including; pensions, both pre and post retirement, investments, inheritance tax planning and estate planning.
Rob said: “I moved to Pensionlite as they are a Chartered Practice and have the PFS Gold Standard for Pension Transfers.
“They have an excellent reputation of delivering advice to their clients and their connection with the Quilter network further enhances this status.”
Rob’s main role will be to provide holistic advice to our clients and help them at every stage of their life.
He also has experience in setting up and guiding employers through their corporate pension and benefit schemes.
Operations director Sharon Purewal said: “We are very pleased to have Rob join us and his industry knowledge and experience will be invaluable to us as we continue to grow our wealth management offering.”
If you would like to chat to Rob about your current or future financial situation then we would love to hear from you – get in touch with the team here.