Beyond Advice Group Ltd welcomes Rob Sturge as Chief Commercial Officer
Beyond Advice Group Ltd. is pleased to announce Rob Sturge has joined as our new Chief Commercial Officer, a strategic hire that further enhances the firm’s commercial capability and supports its next phase of growth.
13th May 2026
Rob recently left his role at Rathbones Group after 10 years where he was Growth Development Director. He has vast experience in the industry having previously held senior positions at HSBC for over 15 years. In his new role, Rob will be responsible for driving the firm’s M & A activity.
The firm, who have adopted CRM system Plannr this week, have worked hard in investing in the future to ensure growth follows infrastructure, not the other way around.
On joining Beyond Advice Group, Sturge said:
“I am thrilled to be joining a firm that I have admired for several years. Their approach to maintaining true independence and genuinely putting both clients and advisers at the heart of everything the firm does is compelling. I want to express my gratitude to both David and the other Board members for the invitation to join such a fantastic team and look forward to many successful years working together”.
Group CEO David Dawson added:
“Following the announcement of our latest funding round, Beyond Advice Group Ltd. has ambitious growth plans within the holistic advice sector. By welcoming experienced professionals like Rob, the firm is reinforcing its commitment to build an ethical and sustainable business for the future. The firm has a healthy pipeline of acquisitions and is keen to acquire firms who want to remain independent in the modern financial planning world”.
Subject to regulatory approval, Rob will be joining the board alongside the strong existing team tasked with taking the business forward.
Dawson summarised: “Our focus is simple. We help people discover the path to their best life. Rob’s appointment is testament to the proposition we’ve built, staying ahead of the curve, whatever the landscape.”
For further information, please contact:
David Dawson, CEO
Beyond Advice Group Ltd.
07398 886 586
Mission & Vision of Beyond Advice Group
Our vision summarises what our core aims are; our mission is how we achieve this, and our values describe the behaviours we commit to displaying along the way.
Our Vision
“Empowering people to discover the way to their best life”.
Our vision applies to clients, staff, directors and all who interact with our firm.
Mission
“Our mission is to help people understand themselves, their goals in life and how to achieve them. We do this by providing the tools, training and knowledge, to stay ahead of the curve, whatever the landscape.”
As a company and as individuals, we aim to continually develop. This means we aim to advise, support and educate you to set out, and stay on the right track to reach your goals.
Values
Integrity
Ownership
Collaboration
Excellence
Growth
In summary, we have created these values as our own benchmark as we strive to work alongside you efficiently and expertly, having your best interests at heart, continually measuring progress to ensure all focus is on your goals and how every decision and action impacts that plan.
At Beyond Advice Group, we measure our success by the achievements and financial wellbeing of our clients.
We are driven by a genuine desire to make a positive impact on their lives, helping them achieve financial security, meet their goals, and reach their goals of success.
Business Statistics
Advisers: 30
Offices: 4 (Many advisers working remotely)
Assets Managed: £620m
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