Newcastle
Robert joined Perspective (North East) Ltd in 2018 through our Training Academy. He graduated from University with a first class honours degree in Business studies.
He is now a graduate of our Training Academy having previously worked as a Paraplanner where he assisted advisors in the financial planning process which included investment, protection and pensions planning.
Robert has achieved the Advanced Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management since joining Perspective and became Chartered Financial Planner in 2023.
Outside of work, Robert enjoys keeping active by swimming and playing tennis. Robert also enjoys travelling and hopes to explore more destinations in the future.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123