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Robbie Waller DipFA

Financial Planner

Robbie joined Perspective (Home Counties) Ltd in May 2023, welcoming the fact that we are a growing national firm but still had the local feel.

Robbie has been in the financial services industry since 1996 starting out with Lloyds Banking Group and has been a qualified IFA since 2003. He has a wealth of knowledge and experience ensuring that clients receive bespoke financial advice for their financial needs and goals.

Robbie takes great pride in being a people person and finds it easy to build strong, long-lasting relationships with his clients, with many referring him on to friends and family.

Outside of work Robbie enjoys going shooting or playing golf.

Robbie Waller Headshot

Based

Holmer Green Office

2 Pond Approach
Holmer Green
Buckinghamshire
HP15 6RH

Telephone: 01494 816144

Perspective (Home Counties) Ltd, Registered in England and Wales No. 7174102 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

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

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123

www.financial-ombudsman.org.uk