Wealth
Your goals and aspirations will constantly change throughout your life and therefore so must your financial planning. We’ll build a roadmap that works for you, your family and/or business for the months and years ahead.
Your goals and aspirations will constantly change throughout your life and therefore so must your financial planning. We’ll build a roadmap that works for you, your family and/or business for the months and years ahead.
Rob founded Elysian as the triumvirate of Health, Wealth and Family sits at the top of most individuals hierarchy of needs. If one of these elements suffers almost certainly another element will also suffer. There are many companies worldwide that can help with one element. Elysian is the only company that can manage all three of these crucial elements and give you a holistic and comprehensive strategy to meet your requirements now, in the future and for the next generation.
Rob also leads our Wealth department where he delivers first-class service to business owners, directors, corporates and professionals. He listens to your requirements and will aid you and your business to design the optimum solution for your needs.
As a Chartered Manager and with a Master’s in Business, Rob is ideally placed to apply theory and practical understanding to comprehensively review your business and personal requirements in order to develop a strategic plan for your future.
Previously Rob spent 20 years as a British Army Officer leading teams in hostile environments around the world including Afghanistan, Iraq, Bosnia, Kosovo, Syria, to name but a few.
His attention to detail and strategic planning has proven invaluable when he plans for his clients future.
Rob places a strong emphasis on building lasting relationships with his clients. He excels in translating complicated financial planning into easy to digest advice and guidance.He offers a no-obligation initial consultation and if he can’t help you, he will guide you to the people that can.
We will triage your current needs prioritise these initially but then The Partners at Elysian are made up of professionals from a variety of backgrounds who share a common passion for improving quality of life and achieving optimal performance. Together, we create a worldwide network of leading experts in fields such as healthcare, finance, law and insurance to ensure comprehensive support and guidance for all our client's needs.
At Elysian, we recognise the significance of human connection and personalised care in enhancing performance and overall well-being. We also understand the value of time and aim to streamline processes by seamlessly sharing your information with our trusted partners, eliminating the need for extensive form-filling. Additionally, we appreciate the power of technology in expanding our reach and impact. Our team of skilled software developers collaborates closely with our partners to develop cutting-edge tools that enhance user experience, ensuring a secure and enjoyable journey towards a better life and improved performance for individuals and businesses worldwide.
