Robbie began his career in financial services after graduating from Swansea University in 2015; attained his Diploma in Financial Planning in November 2018 and completed an Apprenticeship in Financial Planning in July 2019. He is currently working towards Chartered Status.
Robbie joined Perspective in October 2019 as a paraplanner, moving on to become an adviser with us in March 2020. Over the last five years Robbie has worked with a variety of clients, helping them to plan their future and achieve their specific financial goals. He looks forward to helping his own clients do the same over the long term.
Outside of work Robbie enjoys strength sports like Powerlifting and Strongman, as well as cooking with friends.