Robert Burns
Member Since: 21st Jun 2013
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Robert Burns is the owner and Managing Director of Bromelias Associates.
Lifestyle Financial Planning and Pension Transfer Specialist
- Advising returning expats on their financial matters including how best to structure SIPPS, QROPS and the investments within them.
- Lifestyle Financial Planning with the aim of assisting clients in managing their financial affairs to meet their lifetime goals. Cashflow planning.
- Consultant for IPTSpecialists (the trading name of the Spanish branch of AES Financial Services).
- IPTS offer a FCA compliant pension transfer service on safeguarded benefits for authorised / regulated advisory firms with expat clients living outside the UK.
Business Consultant
- Advice and assistance with the structuring and financing of owner managed businesses and commercial projects.
Qualifications
- UK qualified accountant (FCCA)
- UK qualified financial adviser to Diploma level (DipPFS).
- Advanced qualifications for Pension Planning (AF3) and Personal Tax and Trust Planning (AF1).
- FCA authorised (CF30) with permissions to advise on safeguarded benefits.
General
- Robert started his financial career as an auditor for PwC in Bristol.
- Subsequently, he became a Financial Controller of a manufacturing company and Finance Director of an AIM listed company responsible for all financial, investment and commercial issues.
- He has recently relocated back to the UK, based in Malvern, Worcestershire after spending several years in Javea, Alicante, Spain.