Assistant Financial Planner

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Current Role

Rory works with professionals and families to build plans that enable them to succeed in reaching their financial goals. Taking a holistic approach to financial planning, Rory works with clients on areas such as: savings & investments, retirement, tax mitigation, inheritance tax issues, insurance, and mortgages.

Alongside his role at Lyndhurst, Rory was voted to the voluntary position of New Professional Officer for our professional body, The Chartered Insurance Institute (CII). The role sees him mentor and train recent entrants into the industry from firms across Hertfordshire & Luton.

Previous Experience

Rory joined the industry and Lyndhurst in August 2021 having previously worked at Microsoft and Amazon for over 10 years, in roles ranging from Operations Management, Professional Services Leader and Project Management. Initially joining Lyndhurst as a Paraplanner, he was promoted to a qualified Financial Planner in January 2022 after passing the required exams to achieve a Diploma in Regulated Financial Planning.

Rory is continuing his studies to deepen his knowledge in the various specialities of Financial Planning, with the aim of passing all the exams needed to become a Chartered Financial Planner.

Away from work, you’ll find Rory either with his family, including his two young sons Harry & Jack, or on a hockey pitch, where he plays regularly for Letchworth Hockey Club.

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