Robert Stancliffe

Investment Adviser, Robert Stancliffe, Independent Financial Adviser and economics graduate, deals with investments, pension planning and Inheritance Tax mitigation. In 2005, he was awarded the prestigious title of Portfolio Planner of the year. He was delighted to have won the balanced managed category and the overall prize, commenting that it demonstrated Worldwide’s expertise. Most of his customers do not have aggressive investment intentions, and the award showed the value of Worldwide’s investment process and research. As happy as he was to win the award, client happiness means most to Robert. In his free time, he supports various charities including Macmillan.