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 Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management since joining Perspective and became a Financial Planner in 2022. He is currently studying towards his Advanced Diploma with the aim of becoming a Chartered Financial Planner in 2023.
Outside of work, Robert enjoys keeping active by swimming and playing tennis. Robert also enjoys traveling and hopes to explore more destinations in the future.
