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Rob Tedder

Sales Lead at PlannerPal

Rob Tedder currently serves as Sales Lead at PlannerPal since December 2024. Prior experience includes working as Account Manager for the UK at Conquest Planning Inc. from April 2022 to December 2024, and as Client Cashflow Solutions Manager at intelliflo from March 2021 to October 2021. Rob held the position of Knowledge and Success Manager at i4C from April 2018 to March 2021, where the focus was on enhancing the capabilities of financial planners through innovative cash flow planning software. Earlier career roles include Deputy Head of Paraplanning at Epoch Wealth Management from January 2011 to April 2018, Administrator at Grant Thornton LLP from March 2010 to January 2011, and Administrator para planner at Target Financial Management from July 2006 to March 2010. Rob holds a degree in Food, Nutrition and Consumer Protection, Food Science and Technology from Bath Spa University, completed in 2004, along with foundational education from Yateley School.

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