See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Robert Brown profile image

Robert Brown

Managing Partner at Tacit Financial LLP
Intro Book
Seasoned financial expert with pension fund and investment experience.
  • Claim this Profile
Location
South Croydon, England, United Kingdo...
Skills
  • Change Management
  • Mutual Funds
  • Pension Funds
  • Investments
  • Financial Advisory
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Robert Brown is a seasoned financial professional with extensive experience in pension funds, investments, and financial advisory. He has held various leadership positions, including Managing Partner at Tacit Financial LLP and Managing Director at Woldingham Trustees Limited. He has also worked as a Financial Adviser at Park Row Associates Limited and Senior Pensions Consultant at Scottish Widows.

Credentials

  • Fellow of the Chartered Insurance Institute
    Chartered Insurance Institute
    Jan, 1979
    - Jun, 2026
  • Diploma of Pensions Management Institute
    Pensions Management Institute
  • Fellow of the Personal Finance Society
    Chartered Insurance Institute

Experience

  • Tacit Financial LLP
    • Surrey
    • Managing Partner
      • Nov 2010 - Present
      • Surrey

      Providing Auto-Enrolment (Workplace Pensions) solutions to small businesses

  • Woldingham Trustees Limited
    • Surrey
    • Managing Director
      • Mar 1998 - May 2016
      • Surrey

      Administration of Small Self-Administered Pension SchemesEmployee Benefits advice to companies and pension scheme trusteesAdministration of Self-Administered Final Salary & Defined Contribution pension schemesTraining and speaker at seminars

  • Park Row Associates Limited
    • Financial Adviser
      • Jul 2003 - Dec 2007

      Providing Independent Advice to individuals and companies. Pension Transfer SpecialistAdviser competence checking

  • Premier Investment Management Services Limited
    • Guildford, United Kingdom
    • Head of Employee Benefits
      • Sep 1996 - Dec 1999
      • Guildford, United Kingdom

      Managing divisionEmployee Benefits advice to companies and pension scheme trusteesAdministration of Self-Administered Final Salary & Defined Contribution pension schemes

  • Legal & General
    • Kingswood
    • Assistant Negotiator
      • Aug 1995 - Sep 1996
      • Kingswood
  • Scottish Widows
    • Croydon, United Kingdom
    • Senior Pensions Consultant
      • 1986 - 1995
      • Croydon, United Kingdom

      Pensions sales to Independent Financial AdvisersTraining of Independent Financial Advisers and Life ConsultantsSpeaking at seminarsSale of pension fund investment

  • UK Provident
    • London
    • Managed Fund Sales Manager
      • 1985 - 1986
      • London

      Sales of pension fund investments

  • Confederation Life
    • Assistant Manager
      • 1983 - 1985

      Sales of pension fund investments

  • London Life
    • Sutton, United Kingdom
    • Senior Scheme Controller
      • 1976 - 1983
      • Sutton, United Kingdom

      Administration of insured pension schemes

  • Ecclesiastical Insurance Group
    • London, United Kingdom
    • Pensions Administrator
      • 1974 - 1976
      • London, United Kingdom
  • Equitable Life
    • Aylesbury
    • Pension Administrator
      • 1969 - 1974
      • Aylesbury

Education

  • 1963 - 1968
    Aylesbury Grammar School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles