Robbie Holman
Robbie has been working in Financial Services since 2018 after graduating from his master’s degree in Politics. He previously worked for an Independent Financial Advice firm in Lytchett Matravers before joining Peter Harding Wealth Management in July 2021.
Robbie obtained Chartered status in March 2025, following years of study.
He is keen on just about every sport and especially enjoys playing golf with his family and friends. Rugby remains a keen passion, where he continues to be involved in the coaching set up at Wimborne Rugby Club, having played there since the age of 5.
Please click below to watch my videos:-
About
Qualifications:
- RO1 - Financial Services, Regulation and Ethic
- RO2 - Investment Principles and Risk
- RO3 - Personal Taxation
- RO4 - Pensions & Retirement Planning
- RO5 - Financial Protection
- RO6 - Financial Planning Practice
- FA5 – ISA Administration
Accreditations:
- DipPFS
Office:
- Canford Cliffs (Main Office)
- Shaftesbury (1 day a week)
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.
Accreditation
