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 Chartered Financial Planner in 2023.
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.
