0330 038 8938
Based in Milton-Keynes
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Bob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
103
Recent Client Reviews
Verified reviews: 100%
Bob has received 103 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 10 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.
6
Qualifications Uploaded
6 qualification certificates available to view
Bob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bob has provided information on their typical fees
Bob has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
95% of users who are not yet clients had a positive first experience with Bob
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Bob (based on 21 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Bob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
103
Recent Client Reviews
Verified reviews: 100%
Bob has received 103 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 10 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.
6
Qualifications Uploaded
6 qualification certificates available to view
Bob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bob has provided information on their typical fees
Bob has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
95% of users who are not yet clients had a positive first experience with Bob
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Bob (based on 21 first impressions)
I am able to help clients by advising on savings, investments, insurance, mortgages, pensions and overall financial planning. The key part of my service is to explain these sometimes complex financial areas in a clear and easy to understand format. I offer a free initial consultation to all my clients at no cost to them to assess how I can help. It is then very important to me that I can add value to a client of mine before they pay anything. I am also married with 3 children. I love going to the gym, running and the cinema. Most of all I love spending time with my family, especially my wife. The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.
Offers available through VouchedFor
Contact Bob through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Bob's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Happy to travel within 50 miles of Milton Keynes