Halesowen
Rob joined Strategic Financial Portfolios Ltd as a partner in 2012 which is now known as Perspective (SFP).
Rob offers over 20 years of financial planning experience specialising in pensions. He has held Senior Private Client roles with national accountancy practices.
He works with private individuals seeking pensions and investment advice, and with business owners who want to manage risks to their business to help them achieve their goals for their business and employees.
Away from the business Rob enjoys keeping fit and playing golf. He has a passion for good food and travel, and is married with 2 children.
Check out Robert’s VoucherFor profile here.
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
