Making complex issues easy to understand and offering clarity in layman’s terms is at the heart of Rob’s approach to financial advice and planning. A Civil Engineering graduate from Birmingham University, Rob felt he could better empathise with real people rather than that of the natural and built environment and embarked on the journey to become an Independent Financial Adviser (IFA). Rob qualified initially as Paraplanner at Inter-Alliance, where he first met George Critchley.
Rob qualified as an IFA in 2003 and has been with True Bearing since then. With a natural flair to draw people out and encourage discussion of their individual financial position, Rob is able to quickly form a clear understanding of his clients’ aims and financial affairs -resulting in providing the ‘best advice’ available.
Working as an IFA, Rob enjoys the flexibility and being in control of his destiny, just as Rob enjoys helping his clients gain control of their financial stability.
Rob relishes the interaction between himself and his clients. He is highly committed to building client relationships and to help people determine their financial positions. That probably explains why feedback from Rob’s clients is exceptional!
Rob is active in the pension planning and investment areas. He is a regular presenter of retirement seminars to staff and management of the NHS Trusts throughout the North West.
Born in Delph, Lancashire, Rob still lives close by in Chadderton with his wife and two young daughters. Rob enjoys a range of sports including football, squash and badminton. A keen sports fan, his only weakness is that he supports Manchester City – Needless to say he is a patient man and his patience is paying off!
For Advice On:
Critical Illness/Life Assurance
Diploma in Financial Planning
Financial Planning Certificate
Award in Pensions Update
Certificate in Mortgage Advice
Certificate in Life & Pensions
AF5 – Financial Planning Process
CF1 – UK Financial Services, Regulation and Ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF9 – Pension Simplification
FP1 – Financial Planning Certificate
FP2 – Financial Planning Certificate
FP3 – Financial Planning Certificate
G60 – Pensions
J04 – Pension Funding Options
J05 – Pension Income Options
MAQ – Mortgages
R02 – Investment Principles
R03 – Personal Taxation
R05 – Financial Protection
R08 – Pension Update
“We found True Bearing through a search engine, as none of our friends could recommend a Financial Advisor.
This in itself was a bit daunting at first, in regards to placing trust in a company not personally recommended.
Rob soon put our minds at ease with his professionalism and thoroughness. We found him extremely knowledgeable with his advice on the best plan for my future pension.
We are now extremely confident that our investment is in a safe place, something that was lacking with our old plan.
We will have no hesitation of using True Bearing and Rob again. We would strongly recommend Rob to our friends and family.”
N & E Harrison
“Thank you so much for all your help and advice, without which we would not have made such wise decisions. The financial advice you gave us has been invaluable, however, it has been the pension advice in particular, which has and will make a huge difference to our future. We especially appreciated your honesty, friendliness and professionalism.”
David and Beverley Hargreaves
“We have used Rob for advice in a number of different areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family, and will continue to do so. He is a pleasure to deal with.”
G McDonald, Senior Project Manager, E.C. Harris
“I was first introduced to Rob Squibbs approximately 18 months before retirement and Rob took my wife and I through a range of alternative investment opportunities. He helpfully produced a report which summarised our discussions and following on from that, we have made a range of investments assisted by Rob and True Bearing. I have a great deal of confidence in the advice given by Rob and have happily recommended him to former colleagues approaching retirement. We continue to meet a couple of times per year, but I know he is available at any time should the need arise.”
J Dell, Retired NHS Senior Manager
“Rob has been my financial adviser for a number of years after his services were recommended to me by a friend. He gives clear, comprehensive advice and has been able to guide me through the maze of financial products and the associated jargon. Through his skilled work and patience we have been able to simplify my retirement planning and set up several important investment instruments. Rob is friendly, very approachable and I have absolute confidence that his advice will deliver against the plans we have agreed.”
J Costello, Brand Manager
“Rob Squibbs has given me and my family investment advice for many years and I have always found him to be personable, dedicated and sincere. His advice is always easy to understand and his opinion is one I respect. I expect to use the advice of Rob and True Bearing for many years to come.”
A Conway, Business Unit Manager, Networks First