Port Isaac, Cornwall

Rob Smith

Associate Director

Rob is a knowledgeable and trusted independent financial adviser with more than 30 years’ experience. With a background in banking, he combines his responsibility for managing the company’s growing team with providing high-quality independent advice.

A passion for advising clients

Rob joined Davidsons in 2015 having spent 30 years working for Lloyds TSB. While he enjoyed his time at the bank, undertaking various roles including Bank Manager and Branch Manager, his true passion always lay with client-facing financial advice.

However, providing advice within the confines of the bank always felt limiting and so Rob joined Davidsons in order to provide advice from the whole of the market.

“Becoming a truly independent adviser with Davidsons has been thoroughly enjoyable and rewarding. I am now combining my adviser role with managing our growing team of regulated advisers and paraplanners.”

Rob is married to Karen with two sons. He recently retired as a football coach having coached both of his sons’ teams for 14 years. He also loves watching and playing sports of all kinds, gardening and home brewing.

I cannot recommend Davidsons enough. They have managed my financial affairs for the last 10 years. They have always been very helpful and have explained everything in simple English as to how to proceed with my affairs.

Ms M Poole

Adviser - Rob Smith

Spotlight

The three things I love most about my job are:

Meeting people face to face. Helping clients to achieve their financial goals and aspirations. Learning new things and adapting to change.

The three small things that make my day better are:

Black coffee. Dark chocolate. Indian curry.

Three things on my bucket list are:

Tour of Australia. Cycling the NC500. Meet Eric Cantona.

When the dessert menu arrives, I’m looking for:

Chocolate anything.

Copyright © Davidsons IFA Limited 2020