Robert Aldridge Dip PFS, Cert CII (MP) Senior Financial Planning Adviser

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In 1989 Rob was of one of the youngest employees to secure a place on Midland Bank's Management Development Programme, giving him the opportunity to gain experience in all aspects of retail banking, across a wide range of roles and geographic areas.

In 1996 Rob was introduced to financial planning when he was asked to undertake a new role focused on providing clients with mortgages and associated protection. After a successful 18 months as a Financial Planning Officer, he gained his first managerial position and became an Account Manager working with business customers and servicing their banking requirements. During this time Rob decided that financial planning was the direction he wished to take his career and secured a Financial Planning Manager position with HSBC (formerly Midland Bank plc). 

After spending six years advising personal clients on their financial planning needs, he moved into the commercial sector. Rob spent the next 9 years helping businesses within the commercial market place identify and satisfy their financial planning needs, along with the personal requirements of the company principals. 

In the summer of 2013, HSBC Bank decided to withdraw its service of providing face to face holistic financial planning to its commercial customers. Rob took the opportunity to leave the bank and join some of his HSBC colleagues as one of the Primary Members of the financial adviser team at HFB Financial Planning Ltd. 

Along with the help of the HFB Team Rob has built a successful practice based in the centre of Dunstable, where him and his support staff look after both existing and new clients.

Rob is a professionally qualified financial adviser with a long, successful track record of providing holistic financial planning to his clients and their businesses. He is a firm believer in doing what is right for his clients and through building long term trusted relationships, he helps his clients to successfully achieve their personal and business goals. 

Rob is married with two children and is also now lucky enough to have two wonderful grandchildren. 

Testimonials

Rob has helped us with our finances for many years now.  We have found him to be very professional, he is always willing to go the extra mile and nothing is too much trouble.  We trust his judgement implicitly and consider him to be a friend as well as our financial adviser.  He has explained our options to us in a way that has been easy to understand.  We have found his help invaluable. Mrs H (St Albans)

 

Rob has been our financial advisor for over ten years.  We have developed a trusting and honest relationship.  Rob listens and provides options with sound advice for us to make decisions about our financial future.  He has helped transform my pension situation. He always has time for us, is very responsive and we have recommended Rob to a number of our friends.  We are grateful for the advice and Rob's plain speaking approach. Mr & Mrs H (Bedfordshire)

 

Rob Aldridge has advised me on a personal level and also on a business level.  His advice has always been very sound and comprehensive. Rob takes an active role with regard to my finances and doesn't just let them 'run their course'.  Rob's scope of advice not only relates to investments, but also how and when to draw down money in the most tax advantageous way.  We maintain a good relationship and Rob has become a friend as well as a financial advisor.  I look forward to our meetings and will continue to take Rob's advice in the future. Mr Borton, Director (Essex)

 

Rob has looked after my finances for years now and I consider him a friend; he is always knowledgeable and extremely efficient.  He is pro-active and considers options that will benefit me in the future and suit my changing needs.  I would be very happy to recommend him. Miss H (Hertfordshire)

 

Having known Rob now for many years, he has been a highly personable, trusted advisor throughout.  He has advised on investments and pensions as well as regularly reviewing our personal circumstances to ensure we are in the very best financial position possible.  We would totally recommend Rob and he very much goes over and above for his clients. Mr & Mrs G (Milton Keynes)

 

Rob has been my financial advisor now for many years helping me with both business finances and my personal finances and has been a great help in my transition into retirement.  Our meetings are always friendly and informal and Rob's advice is always clear and concise.  I have been more than happy with the financial advice provided and will continue to use his services in the years to come. Mr W, retired (St Albans)

 

Rob genuinely cares about our financial health and has our best interests at heart.  He wants what is best for us and we trust him completely.  He is thorough and knowledgeable and we couldn't recommend him highly enough. Mr & Mrs B (St Albans)

 

Rob has consolidated my pension and helped me make the most tax-efficient investments for my retirement.  He explains financial matters in a simple way which makes his advice easy to comprehend and deals with any administration matters in a timely manner. I am grateful for his friendly and practical financial advice. Mrs T, Retired (Essex)

 

Rob always explains everything thoroughly and clearly to help us make decisions.  We genuinely feel he has our best interests at heart and at no time have felt under any pressure.  Nothing has ever been too much trouble and he stays in regular contact.  He has our trust. Mrs S, Retired (Dunstable)

 

I have known Rob for many years and he has helped us tirelessly with many services for our business before, and for our personal finances now.  My wife and I trust Rob implicitly and we truly value his clear advice and his friendship.  I couldn’t imagine a scenario where Rob was not helping us with our plans and we have had no hesitation in recommending him to family and friends. Mr B, Managing Director (Bournemouth)

 

We were introduced to Rob on a company wide basis while he was with HSBC many years ago now, and we continued with him as the company financial advisor when he joined HFB.  Furthermore he now also handles our personal financial matters which ensures all our pensions and trusts are kept in good order, even helping to save on unnecessary tax overpayments.  Overall he has added great value at a company and personal level. Mr H, Commercial Director (Welwyn Garden City)

 

After trying to look after our own pension and accounts for many years, it was becoming too difficult, and we approached Rob of HFB Financial Planning as a result of a personal recommendation.  Since then, and under his excellent guidance, we have consolidated our finances and we continue to receive excellent advice and assistance. Rob is always available to give advice and offer suggestions in a manner that is both technical and simple at the same time. Mr & Mrs B (Bedfordshire)