After graduating from university with a First Class Honours degree in Business Studies, he began his career within the business and has continued to develop his knowledge and expertise through a variety of roles.
He previously worked as a Paraplanner, supporting advisers throughout the financial planning process across investment, protection and pension planning. This experience provided him with a strong technical foundation and a detailed understanding of the advice process.
Since joining Perspective, Robert has achieved the Advanced Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management. In 2023, he attained Chartered Financial Planner status, reflecting his commitment to professional development and technical excellence.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate legal advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.