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Robin Chamberlayne APFS - Chartered Financial Planner - has a particular interest in tax-based strategies for both individuals and small businesses, which has attracted a diverse range of high net worth clients who prefer Progressive’s holistic approach to wealth management.
Robin
has been in the Financial Services Industry since October, 1987 (the day
after the crash). In 1997 Robin
formed Progressive as a new venture aiming to provide
holistic financial advice and tax planning strategies.
A successful Mortgage Department was also formed specialising in the
investment property sector. This
has grown over the past eight years to become a significant player in the
market.
Amongst
his numerous clients, Robin advises many professionals including Solicitors,
Accountants, Company Directors, successful entrepreneurs and business people
on aspects of their individual affairs as well as at a corporate strategy
level
Professional qualifications:
Robin
is a Chartered Financial Planner. In
addition to the standard Financial Planning Certificates and Mortgage
Adviser qualifications, Robin also has advance Financial Planning
Qualifications in the following:-
•
 Taxation
& Trusts
•Personal
Investment Planning
•Pensions
•Holistic
Financial Planning
•Retirement
Options
•Pension
Investment Options
•Savings
& Investments
Longterm care insurance Lifetime Mortgage Activities* Business Financial Planning
Robin
works extensively with tax based Financial Solutions and has contributed to
the “Tax, Tips and Advice” publications.
Other
Professional Memberships include:
•Personal
Finance Society
•National
Association of Commercial Finance Brokers
•Association
of Independent Financial Advisers
Interests Robin is actively involved in a local church and it's leadership, while also enjoying the demands of his four young children. Having been brought up in a farming family, Robin retains a keen interest in rural affairs. While enjoying outdoor pursuits, especially canoeing, much time is spent on the touchline as a keen rugby supporter. Fine food and wine is also much appreciated.
The FSA do not regulate some forms of tax planning.
*This is a Lifetime Mortgage. To understand the features and risks ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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