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Rob joined Perspective (North East) Ltd in 2007 and has almost 40 years’ experience in financial services having previously worked with two major insurance companies.

Rob is qualified to Advanced Level of the Diploma and holds further qualifications in Taxation, Trusts, Pensions, Mortgages and Equity Release and is a specialist in Pensions and the mortgage market.

He advises on many aspects of financial planning, with a focus on helping individuals plan for their futures to enable them to enjoy their retirement. He is confident in providing clear advice and information to clients in a way that’s easy to understand.

The Financial Conduct Authority does not regulate some aspects of Buy to Let mortgages.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Brian Jacques DipPFS

Financial Planning Consultant

Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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

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