Maidstone
Rob joined Perspective in July 2025 as he wanted a secure home for his clients within a business known for high standards and excellence.
Rob has worked in financial services for 24 years, having worked at Standard Life through most of the 2000’s. He became an advisor in 2008 and has loved the role since.
He is a Chartered Financial Planner and a Fellow of the PFS. Rob’s role involves working directly with clients and their families, seeing the difference he can make to peoples lives is incredibly rewarding. He most enjoys the interaction with clients.
Outside of work Rob is a keen golfer and enjoys both the social and the competitive side. He also enjoys mountain biking, skiing and travel.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
