Your Team

Robert Kelly
Head of Client Relationships
Rob has over 44 years' experience in financial services and is committed to providing every client with a high level of contact and service. He is a qualified Project Manager as well as having the CISI Investment Advice Diploma.
During his career he has worked in major institutions and smaller boutique investment houses specifically concentrating on the private client sector.
He is well known in Jersey sporting circles where he represented Jersey in several capacities at Basketball (Player, Coach and Referee) and also as a committee member and Captain of Royal Jersey Golf Club. More recently he has become an active fund raiser for Jersey MenCap including organising a concert for his significant birthday which raised in excess of £6,500 and completed a short pilgrimage to Santiago de Compostela which raised nearly £9,000.00. Previous fund-raising efforts provided the funds to equip a fully accessible respite facility for wheelchair users with learning difficulties. Rob has also been known to write poetry and has performed for both the Relay for Life, and Phillips Footprints Lights of Love Christmas Service.
Rob is still a keen golfer and enjoys walking to keep fit.