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 May 2026
Bob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
59
Recent Client Reviews
Bob has received 59 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Bob has received 59 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: 10 April 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
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Bob (based on 21 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)
About
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.