Rob Ingram

DipPFS Cert CII (MP)

The second generation of a family of wealth managers, I watched my father's business with interest as I was growing up. He taught me that wealth management is as much about forging long-term relationships as offering solid financial advice. 

Working with me you will find a financial adviser who takes the time get to know you and your circumstances. Together we will work through your financial planning strategy utilising the latest technology and tools. I will keep you informed and up to date with all the latest news and any changes that might affect your personal situation, as well as the opportunity to review your financial affairs regularly.

About

Away from work, I have an amazing family and value spending as much time with them as possible. My Partner Kath, a practicing emergency medicine Doctor and my daughter Amelie are the most important people in my life and the foundation for everything I do. 

Sport has also been a huge part of my life. I will often be found spending my Saturdays enjoying a round at Royal Porthcawl Golf Club. Cars and motorsports have always been big passions of mine and I raced internationally for many years.

Testimonials

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Rob's advice has been invaluable in assisting me to formulate a strategy for both my investments and retirement planning. His proficiency in running cash flow models has given me huge confidence that my current investments will meet the changing needs of my family. I would recommend Rob without a...

Roger Moore| Financial Director

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.