0330 038 8940
Based in Milton-Keynes
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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 status
Last checked: 12 August 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
7
Recent Client Reviews
Robert has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 7 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: 12 January 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.
Qualifications Uploaded
Robert has not yet added their qualifications to their profile
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Robert has not yet added their qualifications to their profile
Transparent Fees
Robert has not yet added their fees to their profile
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Robert has not yet added their fees to their profile
Checks carried out by VouchedFor
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 status
Last checked: 12 August 2025
Robert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robert's status
7
Recent Client Reviews
Robert has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 7 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: 12 January 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.
Qualifications Uploaded
Robert has not yet added their qualifications to their profile
Qualifications not yet added
Robert has not yet added their qualifications to their profile
Transparent Fees
Robert has not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
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.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Robert's clients
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