ammonite
Rob Harradine has a diverse work experience spanning over two decades in various roles. Rob started their career in 2002 as a Sales Manager at Bloomberg LP and stayed there until 2007. Following that, they joined Barclays Wealth and Investment Management as a Relationship Manager, where they worked for eight years. In 2015, Rob became an Independent Financial Adviser at Sterling & Law Group plc and held this position until 2019. In the same year, they co-founded Ammonite and has been involved in the company since then. Additionally, in 2021, Rob was part of Cohort 4 at Oxford Foundry.
Rob Harradine received their Bachelor's degree from the University of Reading in 1999. Prior to that, they attended St John's School Leatherhead from 1990 to 1996, where they studied Economics. In addition to their formal education, Rob has obtained certifications in Investment Management through the CFA Institute and in Private Client Investment Advice & Management through The Chartered Institute for Securities & Investment (The CISI). The specific dates of when they obtained these certifications are not provided.
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ammonite
ammonite powers IFAs and Wealth Managers with a new way to access the mass market.Co-founders Rob and Caroline bring a combined 30 years of industry experience to the problems facing advice businesses. These businesses are using the same tools and processes as they were 20 years ago. Their client books are ageing, their businesses can’t scale,and advisers are frustrated by the clunky tech available to them. What’s more, the intergenerational wealth transfer of £327Bn over the next ten years has woken advice businesses up to the fact that they need to future proof by engaging the younger / mass market – a huge potential opportunity with millions crying out for affordable advice. ammonite tech changes the game by powering these businesses with a hybrid advice solution that increases conversion, massively reduces acquisition / onboarding time/cost, and will ultimately semi-automate the ongoing advice servicing for clients. By significantly reducing time cost, ammonite can open up the mass market for advice businesses, and power the future of the industry.