Rob Wilson

DipFA

Hi, I'm Rob, the Founder of Lemont Financial Planning, based right here in Sheffield. I’ve been in the financial services industry for over 36 years (yep, that long!) and I’ve picked up a lot of experience along the way.

I started my journey in the admin side of things, learning the ropes behind the scenes. From there, I moved on to work as a broker consultant at Aviva, and since then, I’ve worked with a range of financial advice firms, helping all sorts of people make sense of their money.

After decades in the game, I decided it was time to do things my way, so Lemont Financial Planning was born. I offer honest advice, friendly chats, and real support when you need it most.

I specialise in retirement and investment planning and family protection, everything that really matters when you're thinking about your future. Whether you're planning for retirement or just trying to figure out where to start, I'm here to help.

I'm available outside the usual 9–5 too, because life doesn’t always stick to business hours. My goal is simple: to make financial planning as relaxed, clear, and approachable as it should be.

Testimonials

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Getting financial advice seemed scary but Rob's friendly, no nonsense approach and his ability to clearly explain about pensions and investing has made me feel secure that the recommendations I have followed are the best for me based on his superior knowledge and experience. I would be very happy an...
Lucie Bradley

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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.