Rory has over 20 years’ experience in the financial services industry and believes that ‘people don’t plan to fail, they simply fail to plan’. As a certified financial planner®, he helps his predominantly high net worth clients to remove the guesswork through holistic and comprehensive financial planning. Rory helps them to create their own blueprint within an advice framework that enables them to make the right financial choices to achieve their desired lifestyle goals and objectives over time. He has in-depth experience in investments, retirement planning, overseas pension schemes (QROPS) and self-invested pension plans (SIPP – UK pension fund transfers).

He started his financial services career in 1995 when he joined Old Mutual Unit Trusts as a Marketing Consultant.  Rory joined Private Wealth Management in 2001 as a financial planner. He won the PWM Planner of the Year in 2007 and came second in the 2019 Old Mutual CEO Volunteerism Award. Rory has written several articles related to financial planning.

Rory has a Bachelor of Business Science Marketing from UCT and is a Certified Financial Planner®.

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Publications

Do You Have A Pension Fund Currently Stuck In The UK
What Can Board Games Teach Us