Bobby Welsh
Simple Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Any amount
0141 376 0059
Based in Glasgow
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Bobby and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Bobby and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Bobby has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bobby has received 4 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: 03 October 2024
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.
1
Qualifications Uploaded
Bobby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Bobby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bobby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bobby has provided information on their typical fees
Bobby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Bobby and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Bobby and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Bobby has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bobby has received 4 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: 03 October 2024
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.
1
Qualifications Uploaded
Bobby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Bobby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bobby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bobby has provided information on their typical fees
Bobby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been involved in Financial Services since 1999. During that time I have had a variety of jobs within the industry that give me a firm grasp of the ins and outs of the market and what we are dealing with on a day to day basis. I believe that we are in a time where quality face to face (and even video call) advice in the wealth sector is at a a critical point, and also that being and extremely experienced and rounded adviser, I will continue to provide a high benchmark service that will be difficult to rival. My overall aim is to help clients fully understand in an way that allows them to make any decision from a very well informed and educated position. Each individual client will have a different need, I believe my role is to help each client ascertain their goals and objectives and work with them to deliver a plan that we can work towards together, whilst bearing in mind that this may be moving target. I think my clients would all say that I am able to take a somewhat boring and complicated subject and deliver my recommendations in a way that is tailormade to their level of understanding.
£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 Bobby's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.