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Spotlight on a Consultant: Rob Newton

05/11/2015 … Author:

Rob Newton joined financial services at the age of 17 and has held three positions in the past 28 years. This says a lot for his loyalty to the firms he has worked for and his love of giving financial advice.

His first role was with the Trustee Savings Bank (TSB), where at the age of 21, he became the bank’s youngest financial adviser. His second job was for an independent financial adviser firm on the Isle of Man, where he stayed for seven years. Then the decision to start a family saw Rob and his wife move back to their roots in the North East of England. “We packed in two jobs and sold our house and moved back to Newcastle,” Rob says.

That was in 2003 – the same year he joined Lowes. “In fact the discussion with Lowes about joining accelerated our move as we had intended to take about a year to find new jobs and sell the house. But having put feelers out I was invited to meet Ian Lowes and some of the other Consultants and I knew immediately that Lowes was where I wanted to be. It felt right. I didn’t want to work for a large company that restricts what you can do and tries to fit the client to the product they want to sell, rather than find the right solution for the client. Coming here gave me the opportunity to do what I like to do best, which is work with clients, have the space to find the right solution and to do my best for them. I can honestly say, taking the position with Lowes has been the best decision I’ve ever made and I can’t see myself going anywhere else.”

It was also a good move for his wife, Linda, who is now his personal assistant. “I have to explain to people that she was my wife before she was my secretary,” Rob laughs.

After 24 years as an adviser, does he still get the same satisfaction in his job? “Yes, I do, because what gives me most satisfaction is when I can sort out people’s problems, when they’ve had a life event and you can hand hold them through it.“ So how does he approach finding solutions? “The best approach to it I’ve found is to try to give advice based on what I would do myself if I was in the same position. That’s been key to the way I work.”

While Rob has had some of his clients for all of his 13 years with Lowes, he also has his fair share of new clients, most recently as a result of the Pension Freedoms.

“I think the changes to the pension rules are fantastic because they’ve given people control of their own money and it’s enabling them to pass money down through the generations. People have to be cautious, of course, because once the money is gone, it’s gone and what you want to do is outlive your money and pass it on. Also, the rules have made things more complex to deal with but that’s alright because we’re here to give people advice and help sort it out for them.”

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