Building Trust and Financial Success. Robert Surtees: Affinity Group Financial Services
From How To Keep Your Money by Caroline's Club
May 8, 2025 · 27 min
About this episode
In this episode, Caroline interviews Robert Surtees about his career in financial planning and the importance of building trust with clients.
In episode 57, I talk to Robert Surtees from Affinity Group Financial Services. We delve into Robert's career journey, starting with his education in Product Design from Central St. Martin's College to his transition into financial planning. Robert discusses the importance of a client-centric approach, building trust, and his methodology in financial advising. We also touch upon his professional qualifications, the value of plain English in client communication, and the personal interests that enrich his professional life. CONNECT WITH ROBERT: LinkedIn Website CONNECT WITH CAROLINE: Our club newsletter gives you real-life stories and examples of how our club professionals can guide you on 'How to Keep Your Money' Caroline's Club LinkedIn caroline@carolines.club
People in this episode
Host: CAROLINE
Guest: Robert Surtees
Topics covered
- financial planning
- client-centric approach
- trust building
- professional qualifications
Keywords
- Affinity Group Financial Services
- Product Design
- Central St. Martin's College
- plain English communication
More episodes of How To Keep Your Money
- Interpreting Complex Finance Across Cultures, Charters and Listed Reporting. Beulah Van Wyk · February 25, 2026 · 31 min
- Wealth Management, Client Trust & Multi-Bank Solutions. Iskra Martin of Azura Partners · February 17, 2026 · 29 min
- Building a Multi-Disciplinary Practice. Dr. Jacqueline Champagne: Nine Psychology · December 16, 2025 · 29 min
- Supporting the London Youth Choirs. Rachel Staunton · November 7, 2025 · 25 min
- The Intricacies of Family Office Management. Kate Maguire · November 2, 2025 · 27 min
- Is the UK Taxing the Wealthy Out of the Country? Dhana Sabanathan: Michelmores · September 19, 2025 · 26 min
Explore listener stats, chart rankings, contacts and more on the How To Keep Your Money podcast page.