Rory is fiercely passionate about Lifestyle Financial Planning and firmly believes that everyone should receive personalised and ongoing advice that is relevant to them and their families. He provides advice to UK nationals and individuals with UK assets, as well as any nationality who has a UK pension, and UK clients who are planning to spend their retirement abroad and in the UK.
Rory is a Member of the Chartered Institute for Securities and Investment (CISI) and holds a number of industry recognised qualifications, alongside a specialist qualification in UK Pension Transfers and Planning Advice. This allows him to specialise in Defined Benefit and occupational pension transfers.
Not only is Rory a fully-qualified adviser in the UK, but he is also fully regulated and licensed by the Monetary Authority of Singapore (MAS), so you know you’re in safe hands.
Rory has lived in Singapore since 2015 and is a passionate sports fan. When he’s not working, you’ll find him on the football pitch, squash court or golf course. He is also currently the President of Singapore’s largest expat amateur football club – Hibernians FC.
Playing football for Hibernians FC or exploring the nature reserves of Singapore. I’m certainly not stuck at home, I’m very much an outdoor person!
Margaret River, Australia. The perfect combination of amazing scenery, serenity, food and wine!
Taking a morning walk around Fort Canning or Marina Bay, hearing people laugh and having fun, and finally, donuts!
Dived with great white sharks, watched Scotland in a football World Cup or reached the Everest Base Camp.
Level 7 Diploma in Advanced Financial Planning (the highest UK financial planning qualification)
Chartered Institute for Securities & Investment (CISI)
Level 6 Certificate in Advanced Financial Planning
Chartered Institute for Securities & Investment (CISI)
CISI Level 6 Certificate in Pension Transfers & Planning Advice
Chartered Institute for Securities & Investment (CISI)
CISI Level 4 - Investment Advice Diploma
Chartered Institute for Securities & Investment (CISI)
CMFAS 5, CMFAS 6A, CMFAS 6, CMFAS 8, CMFAS 8A, CMFAS9, CMDAS 9A, CMFAS H1
Institute of Banking and Finance
Licensed Financial Adviser Representative
Monetary Authority of Singapore (MAS)