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 adviser 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.
Perspective (South East) is a trading style of Perspective (South) Limited.
Perspective (South) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.
Perspective (South) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South) Limited is a subsidiary of Perspective Financial Group Limited.
