Robin

 

RFC

Robin Chamberlayne APFS – Partner & 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 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.

Robin is a director of the Downing Protected Opportunities VCT Plc – one of the most successful VCTs to date. 

Other Professional Memberships include:

  • Personal Finance Society
  • 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 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.