Rob Travis is a Senior Investment Director at Investec Wealth & Investment UK, a position held since June 2010. With a career inception during the Great Financial Crisis, Rob emphasizes the importance of delivering professional and trusted financial advice aligned with clients' long-term goals. A holistic approach to wealth management is prioritized, incorporating tax mitigation strategies such as ISAs, pensions, and offshore bonds when applicable. Prior to this role, Rob gained experience as a Trainee Investment Manager at Redmayne Bentley from June 2008 to June 2009. Rob holds a BA Hons degree in Business and Financial Services from Sheffield Hallam University, completed in 2010.
Location
Sheffield, United Kingdom
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