0121 366 8422
Based in Halesowen
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FCA status: Certified by Firm
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's statusLast checked: 12 September 2026
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
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Recent Client Reviews
Robert has received 30 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Robert has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 19 December 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Transparent Fees
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About
Rob joined Strategic Financial Portfolios Ltd as a partner in 2012 which is now known as Perspective (SFP). Rob offers over 20 years of financial planning experience specialising in pensions. He has held Senior Private Client roles with national accountancy practices. He works with private individuals seeking pensions and investment advice, and with business owners who want to manage risks to their business to help them achieve their goals for their business and employees. Away from the business Rob enjoys keeping fit and playing golf. He has a passion for good food and travel, and is married with 2 children.
