Robin Quirt

After moving to the UK from Canada in 2011, Robin transitioned from the world of academic physics to financial advice and has not looked back.

As a self-confessed admirer of complex ‘financial puzzles,’ Robin works closely with clients and their families to help deliver their lifestyle and financial goals in a holistic, efficient manner. This includes navigating the often confusing world of private care fees to ensure clients and their loved ones are well looked after at this stage in their lives.

Key to Robin’s planning is communicating with the next generation to oversee the well-laid investment and tax planning continuing to benefit families for generations to come. Her expertise is backed up by the many exams and qualifications she has obtained in a relatively short time. She is proud to be a Chartered Financial Planner, a Fellow of the Chartered Institute of Insurers and the Personal Finance Society.

Robin has also earned industry recognition by being awarded:

• ‘Best Candidate’ – The Sussex Chartered Insurance Institute, 2014 and 2015
• ‘Best Completed Advanced Diploma in Financial Planning’, 2017/2018
• ‘Best Completed Fellowship in Financial Planning’, 2018/2019

Burfields House Wealth Management Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website.

SJP Approved: 29th April 2024