Meet Our Independent Financial Advisers

Rob started his career in engineering in South Africa, building, installing & maintaining industrial process control machinery. After eight years in engineering, he decided on a career change at the end of 1990, joining Sanlam, a South Africa Life Assurer. In 1992 Rob branched out from Sanlam in partnership with Julie Crawford, establishing an Independent IFA company serving the needs of professionals and small business owners. In addition to his partnership in the IFA business, Rob was also managing director director of a commercial property development company. Rob and his family returned to the UK in 2011 and along with Julie established Robertsons & Crawford Ltd in 2017. Rob holds the Diploma in Mechanical Engineering (SA), Certificate in Financial Planning (SA), Diploma in Regulated Financial Planning (Dip PFS UK), Certificate in Mortgage, Protection & Equity Release and is a member of the Personal Finance Society & the Society of Mortgage Professionals.

Julie qualified as an English Teacher whilst living in South Africa and joined a firm of IFA’s early in her career providing Administrative Support. In a few short years she progressed to Practice management and Director of the South African IFA firm before relocating to the UK with her family. Julie has a wealth of experience in Financial Services, having entered the industry in 1992 and experiencing both the UK & SA financial services environment. She is co-owner and Director of Robertsons & Crawford Ltd running Compliance, Fund Research & heading up the administrative team.

Oli studied and achieved a degree in Economics from the University of Birmingham before joining Quilter Cheviot as a trainee Investment manager. He achieved the Investment Advice Diploma from CISI before joining Robertsons & Crawford Ltd as an adviser, where he added the Diploma in Regulated Financial Planning to his list of qualifications and became a member of the Professional Finance Society (PFS)

Tim started his career as a marine engineer before returning shoreside and joining Honywell Control Systems. Tim has had a varied career encompassing engineering, Human Resources and Financial Education Training where he developed international sales & small business unit start ups in South Africa, Indonesia and the USA. Tim joined Robertsons & Crawford in 2020 as a Financial Adviser. Along with his wealth of business experience, he holds qualifications in Business, Education and Coaching, Mechanical Engineering (Marine) and The Diploma in Regulated Financial Planning and is a member of the Professional Finance Society (PFS)

Sam attained a Bsc in Business Management from the University of Southampton after which he entered the Financial Services industry as an Administration Associate and Client Liaison. Sam joined Robertsons & Crawford in 2026 providing administrative support to the advisors and client liaison.

Lynda joined Robertsons & Crawford after an extensive career in financial services administration with the Prudential and provides ongoing research & support to the IFAs and Practice Director.

David Joined Robertsons & Crawford after achieving a degree in Creative Writing from the University of Bournemouth and provides general administrative support.