Being included in the New Model Adviser Top 100 confirms Dave Robinson as one of the best qualified financial planners in the South West, and positions Albert Goodman Chartered Financial Planners as a prominent firm within the region’s financial services industry. Dave also counts membership of the Society of Trust and Estate Practitioners, the Society of Later Life Advisors and the Investment Management Certificate on his extensive resume.
Commenting on his new accolade, Dave, says, “I am thrilled to be included within the New Model Advisor Top 100. It’s a real coup for me, as I am the only Somerset professional recognised. Although the award is recognition of my personal expertise I regard this as an endorsement of the extensive capability of the high experienced financial planning team at Albert Goodman and distinguishes our highly professional approach.”
Dave has worked in finance since leaving school and is committed to the continued personal development of his team. He is currently working with a specialist team helping families reclaim incorrectly paid NHS care home fees.
Albert Goodman has offices across the region including Taunton, Chard, Yeovil, Bridgwater, Weston-super-