0330 038 8938
Based in Milton-Keynes
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: May, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Bob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 10 October 2026
Bob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
68
Recent Client Reviews
Bob has received 68 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Bob has received 68 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: 09 October 2026
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
Bob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below6 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowBob 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
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Bob (based on 22 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 22 first impressions)
About
I help individuals and families make confident financial decisions by providing personalised advice across pensions, investments, savings, protection, and wider financial planning. My approach is built on getting to know each client and understanding what matters most to them. Every recommendation is tailored to their individual circumstances, goals and aspirations, ensuring they receive advice that is right for them. Many clients tell me they value my ability to explain complex financial matters in a clear, straightforward and easy-to-understand way. I believe financial advice should leave you feeling informed, reassured and confident about your future, never overwhelmed by technical jargon. I offer a free initial consultation with no obligation. This gives us the opportunity to get to know each other, discuss your financial goals and determine whether I can genuinely add value before you commit to anything. Building trust is at the heart of everything I do, and I believe long-term relationships are founded on honesty, transparency and advice that always puts the client's best interests first. Outside of work, I'm a husband and father of three. I enjoy going to the gym, running and watching films, but my greatest enjoyment comes from spending quality time with my family. Those personal values of commitment, trust and looking after the people who matter most are the same values I bring to my relationships with clients. Important Information: The value of pensions and investments, and any income they produce, can fall as well as rise, and you may get back less than you originally invested.