Robbie Chisholm

I advise both private and corporate clients, guiding them through every step of their financial journey with a transparent, approachable and personable style. 

My strength lies in simplifying complex topics to build clear, practical and effective plans. I specialise in reviewing existing financial arrangements, protection advice, pre and postretirement planning, savings and investments, goals based financial planning, estate planning and wealth management. I also enjoy working alongside other professionals and specialists to deliver truly coordinated and holistic advice.

I hold a BA (Hons) degree in Accountancy with Marketing and have a Diploma in Regulated Financial Planning. I also hold advanced qualifications for Financial Planning (AF5) and Trust and Taxation (AF1).

I create clear, practical, and effective financial plans that put my client’s wealth to work – giving them confidence and peace of mind.

Outside of work, I love being active, especially golfing and football and I spend as much quality time as I can with my young family.