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Rob Stone

Chartered Financial Planner

Rob joined Perspective (Midlands & Cheshire) Ltd as a financial planner in May and holds over 17 years of experience in the industry.

Rob is experienced in all aspects of financial planning including investments, pensions, and inheritance tax. He breaks down complex financial matters in a format that is easy for his clients to understand.

By getting to know his clients personally and by developing long lasting relationships with them, Rob can put a financial plan together to help his clients achieve their financial aspirations.

In his free time, Rob enjoys hiking and walking his dog, he also plays tennis and football.

Based

Newcastle under Lyme Office

Whitehall House
Sandy Lane
Newcastle under Lyme
Staffordshire
ST5 0LZ

Telephone: 01782 711091

Chartered Financial Planners logo

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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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