Rob Lyle Dip PFS

Paraplanner – Pension Specialist

My primary role is a Paraplanner, working closely with a Financial Adviser to align the research and analysis of clients’ products, needs and objectives to ensure a cost effective and suitable solution is found. 

After passing the diploma in regulated financial services in 2014, I have continued to build and enhance my knowledge and experience by supporting a team of Financial Planners and through continuous professional development. 

I’m a keen walker and photographer and spend much of my spare time on the Welsh coast path and countryside looking for a nice view to capture. A good coffee and a café is always a bonus.

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