Skip to main content
Search

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

Let’s work together to see how professional financial advice could benefit you.
Contact me today

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.

More support than many people realise

More support than many people realise

New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.

As an adviser, I may be able to help with:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

If this sounds good to you, please get in touch.

 

Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.

Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026

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.

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.

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.

 

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.