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Robert Ward

Wealth Manager

Robert has over two decades of experience in financial services and joined Walker Crips in 2019. He holds Chartered Fellow status with the Chartered Institute for Securities & Investment, the highest level of professional qualification awarded by the CISI. As a qualified Financial Planner, Robert provides advice across investment management, inheritance tax planning, long-term care and pensions, enabling him to support clients with joined-up, long-term wealth strategies. Outside of work, he enjoys travelling, spending time with his family, running, and is a UEFA B qualified football coach.