Appointment marks new phase for Cotswold office

Rob Hawkins has joined Penney Financial Partners to help the practice grow its office in Cheltenham.

Rob has extensive experience working in the financial services sector having most recently been Head of Division Private Clients at St. James’s Place Wealth Management, where he enjoyed a 23-year career.

Before embarking on a career in financial services, Rob worked for a number of years in the travel & tourism industry, an experience that had strong synergies with his future career. 

He said: “The stakes may be very different but whether it is the travel industry or financial services, fundamentally it’s about people – delivering a great service that makes people happy.

“This was very much at the heart of my most recent role at St. James’s Place working in the private client space where our approach was always that there was no problem that couldn’t be solved. 

“Indeed, the fact that I found these values so clearly embedded at Penney Financial Partners become one of the key drivers for me accepting the opportunity to join the team.”

Rob has joined the Penney team as business development consultant for the practice’s Cotswold operation, which was established in 2019 with the launch of its new office in St George’s Road in the heart of Cheltenham.

West Country born and bred and having lived in the Costwolds for the past 25 years, Rob will work with the Penney team to help build relationships and support the practice’s ambitious growth plans for the region.

He said: “The experience and expertise that Penney bring in understanding the needs of clients from all backgrounds and circumstances and delivering fantastic outcomes provides them with a really strong opportunity to build something exceptional in Cheltenham.

“By supporting them through making connections, relationship building and driving initiatives to build the Penney brand in the region, I am thoroughly looking forward to being part of that journey.”

Penney Financial Partners CEO David Penney believes Rob will have a crucial role to play in helping the practice achieve its aspirations in Cheltenham and the wider area.

He said: “Rob is someone who had been on my radar for a number of years through his work with St. James’s Place and when he had decided that he was looking for a new challenge, he was clearly somebody who we felt could play a big part in supporting our next phase of development in Cheltenham.

“He has huge experience in the sector and is completely aligned with the beliefs that underpin our practice, from our commitment to excellence in everything we do to a belief in the importance of doing business with a smile on your face.” 

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.

Penney Financial Partners is a trading name of Penney Financial Partners Ltd. Penney Financial Partners Limited is registered in England and Wales, Number 09964340. Registered Office: Kensington House, Knights Way, Battlefield, Shrewsbury, Shropshire, SY1 3AB, UK