
Rob Walsh
Rob Walsh
Rob has been in the Financial Services Industry for over 35 years, in various roles, joining Grosvenor Consultancy Limited in March 2011.
As a lifestyle financial planner, Rob’s passion lies in helping his clients design a life that feels truly fulfilling. He believes financial planning is about more than numbers—it’s about enabling people to live the lives they want. Rob works closely with his clients to align their finances with their personal goals and values.
Rob holds the STEP Certificate for Financial Services, Trusts & Estate Planning which is a highly recognised qualification amongst the most respected solicitors and accountants working within the fields of trust, tax, probate and IHT planning.
Outside of work, Rob is a passionate Swindon Town FC season ticketholder, enjoys fishing and walking his dog – Coco!
In the summer of 2013, my business required premises to operate from that would enable us to take the business to the next stage of our growth strategy. Linked with this was the need to organise our personal pension funds to the benefit of both the business and the directors of the company. Using the services of Grosvenor, guided by Rob Walsh, we were able to purchase our business unit by creating the most cost effective model for utilising the pension fund, whilst ensuring its continued growth. Thanks to Rob and his team, we have achieved our goals quickly and smoothly.
Rob Walsh first came to see us in the summer of 2011 as part of a free consultation. We were very impressed with his professionalism and knowledge and agreed to become clients. Since then, Rob has visited us for an annual review and at other times as and when the need has arisen. He is very helpful, knowledgeable and nothing is too much trouble for him (he even offered to take our old paperwork to his office to shred!). I have recommended Rob to my friends who need advice on pensions, savings etc. He definitely sorted out our pensions and savings!
Contact Rob
If you have a question or need some advice regarding your financial planning then please call Rob on 01793 433965 or click the box below.