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"Say Hello to
Independent Financial Advice"

Rob Earl

Wealth Manager
Client Servicing Manager

Rob Earl

About Rob Earl

Newcastle born and bred, Rob has had a long career in financial services, mainly in and around the North East, except for stints working for banks in Australia and Manchester. Rob spent 15 years of his career working for a large retail bank. It was here that his journey to becoming a Financial Adviser began.  

Joining Lowes in 2021, Rob heads up our Client Servicing Department, supporting clients with any queries they may have or advice they may need, in between seeing their Lowes Adviser. During this time, Rob has also become a Chartered Financial Planner and Fellow.

“Being a qualified financial adviser and helping Lowes clients with their queries and giving them advice, you feel like you are helping people to improve their financial situation and achieve what they want in their lives. That is both satisfying and enjoyable.”

Outside of work, Rob is a big sports fan who used to play football and ice hockey. When he’s not watching the match, Rob loves nothing more than spending time in the great outdoors with his friends and family.

Business Qualifications

Qualification
Abbreviation
Fellow of the Personal Finance Society FPFS
Chartered Financial Planner APFS
Diploma in Regulated Financial Planning DipPFS
Certificate in Discretionary Investment Management Cert PFS (DM)
Certificate in Securities Advice and Dealing Cert PFS (Securities)
Certificate in Advanced Mortgage Advice Cert SMP
Certificate in Equity Release Cert ER
Certificate in Investment Operations  
Certificate in Financial Services  
Financial Planning Process AF5
Senior Management and Supervision AF6
Retirement Income Planning AF8
Inclusive Financial Planning UP1
Financial Services, Regulations & Ethics RO1
Investment Principles and Risk RO2
Personal Taxation  RO3
Pensions and Retirement Planning RO4
Financial Planning Practice RO6
Advanced Mortgage Advice RO7
Discretionary Investment Management J10
Securities Advice and Dealings J12
Equity Release ER1
Individual Savings Account Administration FA5
Mortgage Advice CF6
Long Term Care CF8
Financial Services Products and Solutions LP2

 

Contact Rob Earl

If you would like to get in touch with Rob Earl, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:

0191 281 8811

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