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Robert joined Perspective in 2019 as a Financial Adviser and holds Chartered MCSI status.

He completed a graduate training programme with an international financial planning firm, and then worked with ex-patriate clients around the world as a Relationship Manager, based first in Europe and later in the Middle East before returning to the UK and joining Perspective.

Robert has a Master’s Degree in Particle Physics from Lancaster University. He now lives in Preston and away from work is a keen musician, performing regularly in high-profile engagements around the UK as the Soprano Cornet soloist with the world-famous Wingates Brass Band.

Other contacts

Dan Stokoe FPFS

Principal Designate

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Ian Wilkinson

Managing Director

Steve Leicester APFS

Chartered Financial Planner

Registered in England and Wales No 4719736. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) 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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