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Independent Financial Advice in Leeds & Harrogate

Robert Dobson BA Hons, FPFS, Certs CII (MP&ER)

Chartered Financial Planner

Rob has been in the financial services industry since graduating from Newcastle University in 2003. From there he worked within the Zurich Advice Network before teaming up with Martin Hirst Financial Consultancy in 2005. At only 34 years of age, Rob attained the highest qualification from the industry‘s examining body. He is a Fellow of the Personal Finance Society (by examination) and he holds the prestigious title of Chartered Financial Planner. Rob is the highest qualified adviser at Martin Hirst Financial Consultancy.

Rob is able to give advice on all aspects of financial planning but he is much sought after to give advice in the area of investment and retirement planning. He combines the need to fully understand a client's needs and objectives by spending time getting to know the client with the ability to meet those needs through his expertise and knowledge. This approach allows Rob to find the right financial solution for a client and this is something that he prides himself on.

When it comes to working with a financial planner, Rob believes that

"You should always deal with a financial planner who is qualified to the highest level and an adviser that is willing to take the time to get to know you and your situation.

Now, more than ever, clients are demanding that professional advisers demonstrate professional capabilities. Clients want to deal with professional individuals and professional firms who can provide first-class service, advice and support. Chartered status is the ultimate symbol of trust for financial planning."

Rob has also built up an extensive professional network as he is a financial planner who is well respected and trusted. He has an ever-growing reputation as a financial planning consultant who can deal with clients of all ages to offer workable solutions to a range of problems.

Rob has been fortunate to consistently receive great feedback from both clients and fellow professionals. He is often praised for his expertise, knowledge and ability to empathise with his clients.

Rob is an advisor who places the client at the heart of all he does.

Away from work, Rob is married to Nicola and is father to Jack, Ava and Joshua. He is a lover of all sports, making regular visits to the home of Liverpool FC or walking the fairways of Sand Moor Golf Club where he is a member. Rob enjoys socialising with friends and family and enjoys to travel. He has a Second Class Honours, upper division (2:1) degree in Music from Newcastle University.

Client Testimonials:

  • Throughout my 30 year career in financial services, I have met with numerous financial advisers, but without doubt, Rob stands out from the crowd
  • Rob has taken the time to understand my circumstances, needs and indeed the vision I have for myself and my family. This has allowed Rob to source the right financial solutions for us, help create wealth and protect what we already have
  • Such is Rob's expertise, knowledge and ability to empathise with his clients, I would have no hesitation in recommending Rob to my own friends, family and colleagues
  • I have known Rob for a good few years now and he has consistently and diligently provided me with the right advice for me. It's not easy to find a financial planner that will truly deliver independent advice, but Rob does this time and again. I would not hesitate to recommend Rob to anyone that needs expert advice on any financial matter
Robert Dobson