Rob Travis

I am proud to work with clients to assess their family's needs and goals, focussing on life-stage planning and wealth structuring by helping to find solutions for High Net Worth (HNW) clients, business owners & entrepreneurs in the following areas: 

1. Assess your expenditure needs - How much liquidity do you and your family need in the short and medium term?
2. Set your financial goals - What are your short, medium and longer-term goals and aspirations for using your wealth?
3. Consider your lifestyle choices - What are the lifestyle choices you and your family want to make?
4. Plan for your current and future wealth - Are there ways to structure your wealth so you can retain control over the assets while giving it away to the next generation?
5. Protect your assets - How do you protect the family’s assets from certain life events such as divorce?
6. Review your estate and Inheritance Tax (IHT) position - How much IHT will be due when you die? What can you do about it?
7. Explore the meaning and purpose of your wealth - Do you want to give wealth to your wider family? Should you do it now or later?
8. Think about philanthropy - Are there causes you care about that you would like to give to? Could philanthropy be an effective way to involve the next generation in your family wealth in the future and how should you effect and structure your giving?

From a wealth structuring perspective, there is rarely one solution which meets all requirements from an investment, control and flexibility perspective. I therefore look to work with clients and their other professional advisers to determine the most suitable investment solutions for their needs. 

I have spent my entire career with Rathbones (formerly Investec) and have over fifteen years' experience in managing the wealth of clients both nationally and internationally. Throughout this time, I have looked to achieve a close personal dialogue with my clients and a detailed understanding of their circumstances in order to develop long-term relationships based on trust. 

If you would like to discuss how I may be able assist with your financial needs, or know of someone else who would benefit from doing so, please message/connect with me.

I am very fortunate to live on the edge of the Peak District, so when I'm not working, I enjoy spending time in the great outdoors with my wife, our daughter and two dogs.