Robert Lockie

Robert has worked in financial services since graduating in the 1980s in various technical and client-facing roles and is currently a branch principal at Bloomsbury Wealth, a small financial planning and wealth management firm based in the City of London.  He introduced graphical representations of the costs and charges that the firm’s clients were paying several years before such disclosure became mandatory and believes that better decisions about value can be made when people have clear data.

He served on the committee of the London branch of the Institute of Financial Planning and subsequently as a member and latterly Chair of its Education Committee.  He is now a member of the Editorial Panel for the Chartered Institute of Securities and Investment.

In addition to having won several categories in the prestigious Money Management Financial Planner of the Year awards and twice being a member of the winning team in a national financial planning competition, he has contributed to numerous press articles including the ‘Money makeover’ series for the Financial Times.

He has held the internationally recognised Certified Financial Planner™ licence since 1997.

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