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Ceri H Robbins ACSI

Director, Chartered Financial Planner

Ceri joined Perspective (Midlands & Cheshire) Ltd in 2014. He has over 30 years’ of experience working in the financial service sector.

Ceri is a Chartered Financial Planner and holds Advanced Level qualifications in Taxation and Trusts, Pensions, Retirement Planning and Pension Investment Planning. He specialises in pensions, investments and trusts. He holds the full Advanced Financial Planning Certificate and is an Associate of the Chartered Institute for Securities & Investments. 

Previously working for Scottish Widows initially and subsequently with Equitable Life. He later became an Independent Financial Planner in 2001 and co-founded Ad Valorem Wealth Management LLP with Derek Baptist in 2010. Ceri then became a Financial Planning Director of the firm, which Perspective later acquired after deciding that they had a similar ethos of their own, providing high customer service, an ethical approach and offered succession planning so that his clients can be well looked after professionally when he retires.

The Financial Conduct Authority does not regulate taxation or trust advice.

Ceri Robbins


01782 711091


Newcastle under Lyme Office

Whitehall House
Sandy Lane
Newcastle under Lyme

Telephone: 01782 711091

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Chartered Financial Planners

Perspective (Midlands & Cheshire) Ltd, Registered in England and Wales No 7935927. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Midlands & Cheshire) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Midlands & Cheshire) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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