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Rob Hodgson

Chartered Financial Planner

Specialism: Private Bankers & Investment Managers

Company: Cazenove Capital

Location: London , England

Citywealth rating

4.9375
Average: 4.9 (12 votes)
Fee Level:
4.75
Average: 4.8 (12 votes)
Quality of Advice
5
Average: 5 (12 votes)
Communications Skills
5
Average: 5 (12 votes)
Interpersonal Skills
5
Average: 5 (12 votes)
Leave a star rating & review
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Please make sure you fill in all the fields marked with an asterisk *

Private client review:

My first venture into Wealth Management and Pension Planning as part of my retirement plan. Cazenove Capital were recommended and to then find Rob who guided me through the technical aspects, compliance and options that I had, including risk were unbelievably helpful. All very clear and precise that allowed me to make my own decisions with authority and confidence. Rob is truly a ‘Finance Geek’ (in the nicest possible way) and with me wanting to know every detail and ins and outs of my options we worked very well together and I look forward to having a long working relationship with him.

06 May 2021

Private client review:

I have met a number of Private Bankers over the years. Rob has an exceptional skill at explaining complex concepts in clear plain English! A pleasure to work with.

31 Oct 2020

Peer review:

Rob is, without doubt, one of the leading client advisers I have come across. He is always looking for possible avenues to improve his clients' planning, and frequently utilises his wide network across the industry to do so.

14 Oct 2020

Private client review:

An incredible professional with such attention to detail.

14 Oct 2020

Private client review:

We were introduced to Rob as we had a complex set of affairs that needed to be addressed. He works in a very methodical, organised and reassuring manner. A pleasure to work with and his advice has been very much appreciated.

R Woods    Ray Woods Villas   
14 Oct 2020

Peer review:

I am in contact with Private Banks and various Wealth Managers almost weekly. I can therefore say with confidence that Rob is one of the most dynamic and skilled Advisers I know of. I was firstly referred to Rob many years ago when he was a leading Private Banker at Lloyds Banking Group. He is a pleasure to work with, has a fantastic reputation across fellow professionals and receives impeccable feedback from clients.

14 Oct 2020

Peer review:

I have known Rob both personally and professionally for over 15 years. His genuineness, professionalism and personal approach are evident in the quality of his work. It is an absolute pleasure to work with him.

Adam Cristol    Adam Cristol Coaching   
07 Oct 2020

Peer review:

Very Knowledgable and Excellent to work with.

07 Oct 2020

Private client review:

Rob gave me sound financial advice with a real human touch, keep up the good work.

09 Sep 2020

Private client review:

Rob was able to talk us through the investment options in a clear and concise way, taking into consideration our needs and risk awareness. We felt he personalised his advice and service to our specific requirements and enabled us to make informed decisions and make wise investments.

Paul Gibson    Advantage physiotherapy   
08 Sep 2020

Co-worker review:

I have known Rob for sometime now previously working with him at Lloyds PB. He is an exceptional adviser putting clients first with service and advice at all times.

Tim Ling    Arbuthnot latham   
08 Sep 2020

Peer review:

A talented individual who is really going places in the industry.

07 Sep 2020

Co-worker review:

Rob has a meticulous attention to detail and is very well known for his high levels of client service. Rob is particularly well networked in the Entrepreneurial space and has worked with numerous legal teams in assisting clients through a business exit. Highly recommended.

13 Aug 2020

Co-worker review:

Rob is great with my clients and always provides advice that is in their best interests, even if it means doing nothing at all. Would happily introduce him to all types of client and trust that he would get the job done in a timely and effective manner.

08 Jul 2020

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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2020 

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Cazenove Capital

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Future Leaders Top 100: 2020

Private client review:

My first venture into Wealth Management and Pension Planning as part of my retirement plan. Cazenove Capital were recommended and to then find Rob who guided me through the technical aspects, compliance and options that I had, including risk were unbelievably helpful. All very clear and precise that allowed me to make my own decisions with authority and confidence. Rob is truly a ‘Finance Geek’ (in the nicest possible way) and with me wanting to know every detail and ins and outs of my options we worked very well together and I look forward to having a long working relationship with him.

06 May 2021

Private client review:

I have met a number of Private Bankers over the years. Rob has an exceptional skill at explaining complex concepts in clear plain English! A pleasure to work with.

31 Oct 2020

Peer review:

Rob is, without doubt, one of the leading client advisers I have come across. He is always looking for possible avenues to improve his clients' planning, and frequently utilises his wide network across the industry to do so.

14 Oct 2020

Private client review:

An incredible professional with such attention to detail.

14 Oct 2020

Private client review:

We were introduced to Rob as we had a complex set of affairs that needed to be addressed. He works in a very methodical, organised and reassuring manner. A pleasure to work with and his advice has been very much appreciated.

R Woods    Ray Woods Villas   
14 Oct 2020

Peer review:

I am in contact with Private Banks and various Wealth Managers almost weekly. I can therefore say with confidence that Rob is one of the most dynamic and skilled Advisers I know of. I was firstly referred to Rob many years ago when he was a leading Private Banker at Lloyds Banking Group. He is a pleasure to work with, has a fantastic reputation across fellow professionals and receives impeccable feedback from clients.

14 Oct 2020

Peer review:

I have known Rob both personally and professionally for over 15 years. His genuineness, professionalism and personal approach are evident in the quality of his work. It is an absolute pleasure to work with him.

Adam Cristol    Adam Cristol Coaching   
07 Oct 2020

Peer review:

Very Knowledgable and Excellent to work with.

07 Oct 2020

Private client review:

Rob gave me sound financial advice with a real human touch, keep up the good work.

09 Sep 2020

Private client review:

Rob was able to talk us through the investment options in a clear and concise way, taking into consideration our needs and risk awareness. We felt he personalised his advice and service to our specific requirements and enabled us to make informed decisions and make wise investments.

Paul Gibson    Advantage physiotherapy   
08 Sep 2020

Co-worker review:

I have known Rob for sometime now previously working with him at Lloyds PB. He is an exceptional adviser putting clients first with service and advice at all times.

Tim Ling    Arbuthnot latham   
08 Sep 2020

Peer review:

A talented individual who is really going places in the industry.

07 Sep 2020

Co-worker review:

Rob has a meticulous attention to detail and is very well known for his high levels of client service. Rob is particularly well networked in the Entrepreneurial space and has worked with numerous legal teams in assisting clients through a business exit. Highly recommended.

13 Aug 2020

Co-worker review:

Rob is great with my clients and always provides advice that is in their best interests, even if it means doing nothing at all. Would happily introduce him to all types of client and trust that he would get the job done in a timely and effective manner.

08 Jul 2020

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Rob Hodgson currently has no reviews

Rob Hodgson currently has no case studies