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North East:

Robert Docherty APFS

Chartered Financial Planner

Robert joined Perspective (North East) Ltd in 2018 through our Training Academy. He graduated from University with a first class honours degree in Business studies.

He is now a graduate of our Training Academy having previously worked as a Paraplanner where he assisted advisers in the financial planning process which included investment, protection and pensions planning.

Robert has achieved the Advanced Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management since joining Perspective and became a Financial Planner in 2022. 

Outside of work, Robert enjoys keeping active by swimming and playing tennis. Robert also enjoys travelling and hopes to explore more destinations in the future.

Robert Docherty

Telephone

0191 217 3340

Based

Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley 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.

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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