Rob Beck

About Rob

Rob Beck

Medical Financial Planner
Connect with me on LinkedIn

About Rob

Rob has worked in financial services for 18 years, the last 7 of which have been spent working exclusively with medical professionals helping them to achieve their financial goals.

Day to day, Rob provides advice in a wide range of areas including investments, retirement planning, inheritance tax and protection.

Rob’s specialist area of expertise is the NHS pension and helping medical professionals.

In his spare time Rob is a avid golfer and enjoys most sports. Away from golf and football, Rob enjoys spending time with his wife and two boys. He has a particular interest in Mediterranean cuisine and culture and likes to visit new destinations whenever he can.

For Practice owners, Rob can help with the following:

  • Financing purchases
  • Providing an auto-enrollment compliant Employer-Sponsored Pension Scheme for your staff
  • Ensuring you have locum cover in place*
  • Key person assurance
  • Creating a business exit strategy**

Alternatively, Rob could help with the following for you and your family:

  • Maximising NHS retirement planning opportunities
  • Efficient tax planning
  • Maximising investment opportunities
  • Protecting your income

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Locum cover may include products and services that are separate and distinct to those offered by St. James’s Place.

**Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James’s Place

Auto enrolment is not regulated by the Financial Conduct Authority.