Bob Little & Co Chartered Financial Planners

Independent Financial Adviser  Prospect House, Redcar, Cleveland, TS10 5RX
First meeting at adviser's own cost
An award winning firm of Chartered Financial Planners. Providing advice on all aspects of financial planning for over 30 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Robert Little BSc(Hons) FPFS CFA
Director/Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

Accreditations
Chartered Financial Planner
Chris Donnelly DipFA CertsCII(MP&ER)
Financial adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

Martin Cockerill MIFS DipFA, Cert CII(MP).
Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
“We have known Bob for many years and we have always been very pleased with the service we have received. In particular we have received very specialist advice during some quite difficult circumstances which we were particularly pleased with. As a result of this we have referred many of our friends and family to the company.”
Laurence O, Middlesbrough
“The suggested spread and tax efficient type of investment suggested by Bob Little & Co Ltd was impressive and far superior to our current investments. I wish we had met 15 years ago as I am certain the family would have benefited from the business relationship. ”
Pat S, Redcar
“We have been clients of Bob Little for many years. He and the team have impressed us with their concern for the "small" customer as well as the "big". Our children have been introduced to financial planning by Bob and his team since starting college. We are happy to know that they have gained an understanding of financial planning by advisers who care.”
Kevin H, Redcar
About us

With over £90 million of client assets under management we are regarded as one of the leading IFA firms in the North East of England. We were originally founded in 1985 and we have grown through word-of-mouth recommendations from satisfied clients.

We currently have 3 investment advisers, 1 mortgage adviser and 7 highly experienced support staff. This means we are always able to provide a consistently high level of service to both new and existing customers.

We offer a free initial consultation to allow new clients to allow you to see if our services are suitable for you.

Our services

Our clients say our advisers are able to take complex financial concepts and explain them in a very easy-to-understand manner.

Our advisers will discuss your financial wants and needs in great detail, in order to ensure their advice is tailored to suit your personal goals.

We are Independent. This means we are not tied to any product providers so you can be confident you are getting the most suitable advice for your circumstances.

Where to find us
Head office address: Prospect House, Troisdorf Way, Kirkleatham Business Park, Redcar, Cleveland, TS10 5RX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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