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Rob Croft

Financial Advisor at WEALTH at work
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About Rob Croft

Rob Croft is Financial Advisor of WEALTH at work based in WEALTH at work 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB. Previously worked at HSBC as a Premier Relationship Manager. WEALTH at work is a Finance, Capital Markets company in WEALTH at work 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB with 255 employees.

Rob Croft has 27 years of professional experience, with an average of 4 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they have Fortune 500 company experience.

Rob Croft holds a GCSE & A Levels degree from Marling School. Their career does not include experience at a global enterprise, with a base location in Cheltenham, England, United Kingdom, gb.

Rob Croft Social
Rob Croft Work
Rob Croft have been working for 27 years. Currently Rob Croft is the Financial Advisor @WEALTH at work, with experience in Premier Relationship Manager @HSBC
Financial Advisor
Aug 2016 - Present · 9 years
Premier Relationship Manager
Feb 2014 - Aug 2016 · 2 years and 6 months
Independant Financial Advisor
Apr 2013 - Feb 2014 · 10 months
About Rob Croft's Current Company
201-500 Employees

WEALTH at work is founded in 2005, operates from its headquarter in WEALTH at work 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB. The company operates in the Finance, Capital Markets sector.

WEALTH at work specializes in Financial wellbeing, Retirement planning, Financial education, Regulated financial advice, and offers services including Financial education, One to one guidance, and Personal financial situation support.

WEALTH at work has hired 1 new employees in the past 6 months. During the past 6 months, 1 employees departed.

Year Founded
2005
Social Media
Linkedin
Company Type
Private limited company
Tax Code
company number / 09675058
Primary Industry
Finance, Capital Markets
HQ Location
WEALTH at work 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB
Expertise
Financial wellbeingRetirement planningFinancial educationRegulated financial advice
Solutions
Financial educationOne to one guidancePersonal financial situation supportSavings platform accessRegulated financial advice
Keywords
Workplace Financial WellnessFinancial WellbeingEmployee Financial WellnessRetirement PlanningFinancial Wellness ProgramsEmployee BenefitsRetirement SpecialistFinancial PlanningLong-Term Financial PlanningFinancial Coaching
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Rob Croft Education

Rob Croft completed at Marling School (Present)

Marling School
Present
Rob Croft Skills
Business and Strategy
Investments
Project and Plan Management
Finance
Other
Diploma in Financial Advice (IFS), Mortgage Lending, Pensions, Wealth Management, Retirement Planning, Income Protection, Financial Advisory, Strategic Financial Planning

Rob Croft Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Rob Croft found in 2025.

  • Email AddressR**@co.ukPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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