Meet our staff

Managing Director/Senior Financial Adviser

Rob joined Beach Insurance Brokers to build the Financial Advice side of the business in 1993, to further enhance the services offered to the Company’s General Insurance clients. After being part of a management buyout in 2003 Rob took ownership of the Financial Advice side of the business in 2009 with a split with the General Insurance side of the business allowing both businesses to concentrate on their own area of speciality and to run their own business as they felt it should be run.

He has in excess of 40 years’ experience in financial services, and has provided independent advice to numerous clients, both existing and new, in the Corporate and Personal sectors, ranging from Pensions and Investments, through Finance, to Life, Critical and Disability insurance.

Rob has achieved all relevant qualifications to Diploma status and is a member of the Personal Finance Society. He has achieved examination qualifications to be authorised as a Financial Adviser specialising in all Pensions.

Client Liaison and Office Manager/Director

Jo has been part of the Beach family since 2010 and started as an administrator when Beach was just a team of three. She now enjoys liaising with new and existing clients and has built up really good relationships with some of our longer standing clients. Jo will manage Rob and Nick’s diaries to arrange appointments for clients and will sometimes accompany them to meetings for administration support to ensure a smoother more efficient process when back at the office.

Jo has helped build and now leads a team of three administrators in the office to provide support to the advisers which gives our clients the confidence to no longer totally rely on Rob. Her main focus is to manage the team effectively to get the best out of each member of staff, whilst looking after our clients to ensure their needs are met at all times. She shows a keen interest in the financial planning work for our clients.

Financial Adviser/Director

Max joined Beach in 2016 as a Trainee Financial Adviser and has since gone on to achieve the relevant qualifications to Diploma Status as a regulated financial adviser. Max now has the role of advising and assisting the current client base and helping advise new clients along their financial planning journey, in the Corporate and Personal sectors, ranging from pensions and investments, protection planning and achieving their goals.

Max is currently going through his exams towards achieving Chartered status in Financial Planning, already achieving his exam qualifications to be authorised as a Financial Adviser specialising in all Pensions.”

Part-Time Administration and Company Secretary

As Rob’s wife Jennifer has been with Rob since the beginning of Beach and has been there to support Rob and assist him with the business. Jennifer started by helping the administrators, covering busy periods, training courses and holidays but now mainly concentres on organising and client interaction at functions and seminars and provides an example a very good and tough work ethic towards the business.

Client Liaison/Administration

Lydia has recently joined the Beach team, joining in May 2024, as our new Client Liaison as part of the administration team. As Client Liaison, Lydia will be a main contact within the team when you call the office along with providing administrative support to the Office Manager and Financial Advisors.”

Administration

Andrea has been with Beach since 2015 and is an integral part of the team. She has built up good client relations over this time and is always available to help with client queries. She provides important administrative support within the office and is a huge part of our client review process, also assisting with business reporting and reconciliation.

Administration

Victoria has recently joined the Beach team, joining in June 2024, as a new part of the administration team. Victoria will be providing support to within the administration team and will be a key contact to the workplace pension schemes, along with providing administrative support to the Office Manager and Financial Advisors.

Trainee Financial Adviser

Bradlee has recently joined the Beach team, as our new Trainee Financial Adviser. Bradlee will start taking his exams, looking forward to achieving the relevant qualification to Diploma status. Whilst training, Bradlee will also work closely with the administration team to provide support to the team and to understand our client proposition and financial planning service, as well as learning about our investment process and fund research.