Robert Hodgson

Wealth Planner

Robert Hodgson

Rob joined in 2019 as a wealth planner. He has spent several years at Lloyds Private Bank within their ‘Mayfair’ high net worth / ultra high net worth division, advising private and corporate clients on all aspects of wealth generation and preservation. More recently, his last three years were spent at an independently owned boutique, Maymont Wealth, providing specialist structuring advice to private clients. Rob is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute with over 10 years’ experience. 

Rob joined in 2019 as a wealth planner. He has spent several years at Lloyds Private Bank within their ‘Mayfair’ high net worth / ultra high net worth division, advising private and corporate clients on all aspects of wealth generation and preservation. More recently, his last three years were spent at an independently owned boutique, Maymont Wealth, providing specialist structuring advice to private clients. Rob is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute with over 10 years’ experience.