Robin created The O’Grady Says Consultancy in 2018 to work with like minded individuals. He also assists IFA businesses with acquisitions and exit strategies through his introductory relationship with Phase 2 Consulting (More than just a Broker).
A highly experienced sales & marketing professional, he was actively involved in the IFA sector for 39 years. As Head of Business Development, he was a champion of DFM and managed sales teams at Christows/Williams de Broë, Saltus and Hawksmoor during his successful Sales career.
Robin began his career in financial services in 1975 when he joined Schroder Life’s Head Office in Portsmouth. 4 years in and too exciting to be an accountant, he was offered a sales role as Broker Consultant in their successful Broker Division and never looked back. An excellent man-manager, with strong inter-personal skills, he recruited & developed highly successful individuals & sales teams on a number of occasions.
Qualified at Diploma 4 Level, Robin also acted as an Examiner for the Chartered Insurance Institute’s Financial Planning examinations.
Professional appointments included; Chairman of the Life Insurance Association (LIA) Hants & Dorset Region in 2003 & 2004, Member Director of the Personal Finance Society (PFS) 2006/08 and Vice-President of the PFS 2007/08.
Robin is a keen sportsman, with a love for football, cricket & golf. He is a Pompey season ticket holder, Acting Chairman & Treasurer of Burridge Cricket Club and an Ambassador for the Lashings World Cricket XI. When Covid allows, he enjoys travelling to sunny places, real ales, wine, socialising & achieving the best in life.