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 taxation or trusts.
