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Rob Harris

Financial Planning Consultant DipPFS in Kent

A little bit about Rob

I am a qualified Financial Planning Consultant with an approach built on trust, long-term relationships, and first-class service. I believe good financial planning should be clear and practical. I cut through the jargon to create robust, tailored strategies aligned to your personal circumstances and long-term aspirations, enabling you to make informed decisions to build, protect, and preserve your wealth.

Find out more about me below.

Start the conversation

Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today

An adviser’s insight

Graphic of people stood in front of phones showing the CashHub

Aim to maximise your cash savings

It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.

This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.

If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.

1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024

Cash on deposit advice is not regulated by the Financial Conduct Authority.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

More about me

My background spans many years working with institutional clients, developing a strong foundation in investment markets, client servicing, and relationship management. I now apply that experience to personal financial planning, helping individuals and families navigate important financial decisions with confidence and clarity.

I provide clear, personalised, and regulated guidance across:
• Retirement planning, including pensions, SIPPs, and drawdown
• Investment management and long-term wealth planning
• Financial protection for individuals and families
• Ongoing holistic financial reviews as circumstances change

At Quilter, I’m proud to be part of a business that puts clients first and takes a long-term approach to investing and financial planning.

In my spare time I am an avid sports fan, especially football and F1. But the highlight of my day is taking my labrador for long walks in the countryside.

If you’d like to connect or have a complimentary conversation about financial planning, feel free to get in touch.

 

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 03 February 2026.