Robin Harris

DipFA Financial Planning Consultant

Robin Harris has worked for Charles Derby as a financial planner since 2011 but has been in the sector for over 5 years. Robin covers the North Yorkshire and Humberside areas and although this encompasses a lot of travelling he enjoys the breadth of client his area covers.

Robin is a keen cricketer and most Saturdays in summer he will be found in his cricket whites batting, bowling and fielding as if his life depended on it. He also very much enjoys travelling and experiencing new cultures however these interests have recently taken a back seat since starting a family.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection