Rob Brotherton - Chartered Wealth Manager, Raymond James, Monument
In today’s rapidly evolving financial landscape, tailored wealth management advice plays a crucial role. As markets shift, technological advancements accelerate, and global events impact economies, individual financial needs become increasingly diverse. Generic solutions no longer suffice.
The personalised advice provided by Rob Brotherton and his Raymond James, Monument colleagues considers an individual’s unique circumstances, risk tolerance, goals, and time horizon. Whether it’s retirement planning, tax efficiency, protection or investment strategies, tailored advice ensures alignment with specific objectives.
Moreover, as financial regulations evolve, having an adviser who understands these changes and adapts strategies accordingly becomes essential.
Personalised wealth management provides resilience, adaptability, and confidence in navigating the complexities of our changing world.
Rob’s journey into Financial Advice spans over an impressive 25 years and began with a keen interest in numbers, which led him to study business studies and specialise in finance during his university years. As part of his degree, he undertook a year long placement working in the Operations Team at a Newcastle based Investment Management firm. It was this experience which sparked a fascination with advice, investments, markets, and the broader economy, which eventually paved the way for his successful career in wealth management.
After graduating, he worked his way up from an administrator to a Chartered Financial Planner. This career path gave him experience of all aspects of the advice journey and he prides himself on providing clients with a high level of service together with clear, simple advice, minimising the use of unnecessary jargon. He has become a trusted adviser for his clients.
The move to join Raymond James, Monument was an easy decision for Rob. He was attracted to the culture of the firm and the way that clients’ interests at the heart of everything they do. This aligned with his own ethos.
Rob is a logical thinker by nature and loves to solve problems for clients, especially as no two clients are the same. Providing tailored, individual, personalised advice to clients is important to Rob, given the everchanging nature of the industry and a move by some firms to model solutions, which can sometimes overlook the client’s personal needs and objectives.
Originally from Lincolnshire, Rob has lived in the North-East since 1995 and feels at home in the area. His support of Manchester United has led to some playful teasing from his Newcastle supporting colleagues!
Rob is a Chartered Fellow of both the Chartered Insurance Institute (CII) and the Chartered Institute and Securities and Investment (CISI). Outside of work, Rob has always been a keen sportsman, although admits that his preference now is for nothing more strenuous than a round of golf.
Rob’s expertise and commitment to helping clients achieve their financial aspirations make him a valuable asset to the Raymond James, Monument team.
For more information about Raymond James, Monument, and how its expert team could help map your financial future, email RJUK-Monument@RaymondJames.com, call 0191 303 4260, or contact us via our website.
Any opinion or forecast reflects the judgment as at the date of issue and is subject to change without notice. This commentary is intended for information purposes only and no action should be taken, or refrained from being taken, as a consequence without consulting a suitably qualified and regulated person. With investing, your capital is at risk.