Robin Burden

Biography

Robin is an experienced Chartered Financial Adviser. He has in the past worked for several Financial Services firms primarily as a Financial Adviser in Swansea. He recently joined our research team and has helped support the advisers in Estate Capital with research, analysis, and suitability of advice reports for clients. His focus is on insurance, pensions, investments, and trusts.

He is now focused on his own clients and providing them with detailed and relevant financial planning, wealth creating and wealth preserving advice.

Robin is very experienced and knowledgeable. He has the CII Advanced Diploma in Financial Planning. Robin is a graduate with BA (Hons) in Business and is qualified as a CII Chartered Financial Planner. Estate Capital is one of the very few firms in South Wales to have two Chartered Financial planners working within it.

Key Qualifications

• Chartered Financial Planner
• Advanced Diploma in Financial Planning (CII)
• AF1 Personal Tax and Trust Planning
• AF2 Business Financial Planning
• AF3 Pension Planning
• AF5 Financial Planning Process
• R02 Investment Principles and Risk
• CF6 Mortgage Advice