Robbie Branfield

Robbie Branfield

Financial Adviser

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Buckinghamshire

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About me

He began his career in financial services after graduating from Swansea University in 2015. He completed an Apprenticeship in Financial Planning in 2019 and is currently working towards Chartered Status.

Robbie joined Perspective in 2019 as a paraplanner, moving on to become an adviser in 2020. Over the last five years Robbie has worked with a variety of clients, helping them to plan their future and achieve their specific financial goals. He looks forward to helping his clients do the same over the long term.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Buying a property

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee