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Robbie gained his Diploma in Financial Planning in 2018 and joined Perspective (Home Counties) Ltd in 2019.

He began his career in financial services after graduating from Swansea University in 2015. He completed an Apprenticeship in Financial Planning in 2019 and is currently working towards Chartered status.

Robbie joined Perspective in 2019 as a Paraplanner, moving on to become an Financial Planner in 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 clients do the same over the long term.

Other contacts

Gary Ross DipPFS

Managing Director

Colin Beton MLIBF

Financial Planner

Vish Bhagat DipFA

Financial Planner

Derek Brownie FPFS

Chartered Financial Planner

Kate Kent DipPFS

Financial Planner

John Scholes DipPFS

Financial Planner

Registered in England and Wales No 7174102. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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