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.
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
