Robin Copley
Financial Advisor
About Robin
I believe that money is there to be spent – so my team’s successes are not measured by the size of the portfolio, but rather by what clients and their families are able to enjoy with their hard-earned funds and the value me and my team deliver to them.
That means ensuring my clients and their families are able to live happy, fulfilling lives, and that working relationships are long-lasting, and built on mutual trust.
I work exclusively with select international executives, business owners, and their families to ensure that their finances are best positioned to retire with dignity, pass wealth on to future generations, and to support them in achieving their personal goals.
I worked for a decade in London servicing high-net-worth individuals, families, and institutions. I have thousands of hours of training, mentorship from top industry experts, and full regulatory standard qualifications.
Outside of the office I love lifting weights, charity work, and am an expert with the BBQ. I also own a beautiful bookshop in the South of France, which is my escape from reality.
Qualification
Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment, with a specialism in Financial Planning