Robert Boland

As a Chartered Financial Planner, Fellow of the Personal Finance Society (FPFS) and Director of Cotswold Independent Financial Services Ltd, I have spent almost two decades building a career around a simple belief: financial planning should make a meaningful difference to people's lives, regardless of their background, circumstances or financial knowledge. My own journey has shaped this philosophy. I began my career in January 2006 as a cashier at Bradford & Bingley, without a university degree or formal professional qualifications. I progressed through the profession by gaining experience, studying and developing my knowledge, eventually becoming a Chartered Financial Planner and business director. Having taken a non-traditional route into financial services, I understand the importance of opportunity, encouragement and accessible education. It is why I am passionate about helping others recognise their potential and ensuring that financial planning is seen as an accessible and rewarding career.