What our clients say
Bobby has provided me with advice on my limited company and pension and put me at ease straight ahead. He is not only extremely professional and great at his job, but also a lovely guy and a wicked company, so very easy to get on with him. I would confidently recommend him to anybody who is seeking for advise on finances.
I highly recommended Bobby as a private financial adviser. He has helped me organise my financial affairs with both medium and long term plans. He’s set up a retirement plan which not only helps me save for the future also reduces my tax liability, and has set up a family trust fund for my two daughters. He has made sure all members of my family are fully protected using simple life instance policies. I really enjoy the annual reviews too, as there’s always something new to discuss. Always approachable and willing to answer any questions and concerns I have. Wouldn’t go anywhere else
I met Bobby at Coolhurst tennis club where my two boys play as juniors. Both me and my partner José wanted to find someone who could give us financial advice on best way for us to leverage our business to allow us to borrow. Bobby gave us clear advice, giving us a path which we can work towards. We both highly recommend Bobby and his services, and will be coming back to him for future needs.
Bobby is a very confident, concise, direct and experienced personal financial advisor. He lays out a clear tailored plan (with concise pros and cons) as per respective individual needs supported by his strong domain know-how.
Great service provided by Bobby and team. They helped us buy our perfect home. Extremely professional, he managed our expectations about what was possible and what wasn’t, and held our hand throughout the whole journey. They helped us with a mortgage for our home and sorted out our life insurance as well, getting us products that not only helped us get what we wanted but what we could afford as well.
Could not recommended him enough. We’ll definitely be using Bobby again in the future.
Bobby has been extremely helpful in providing valuable property investment advice, he seems to think outside the box, providing innovative solutions, definitely recommend him, if you require any investment or property advice.
Bobby helped me with bridging Lona’s for my development. He delivered on his word and came in below cost. I highly recommended his services.
Solving all your desired client outcomes with expert tailored financial advice
Are you too busy to look after your own financial affairs?
Has another year passed without you making in roads into sorting out your finances?
Still struggling with long hours and looking after someone else's business as an employee?
Are you loosing sleep over lost opportunities everyone else has taken on?
Good news you are not the only one, your almost there, wouldn't it be amazing to get all your problems off your chest and take back complete control with a financial plan?
People come to me because I have a reputation for giving honest “Trusted Financial Advice”
That advice typically covers these areas ►
• Tax efficient investment planning
• Bridging/Mortgages/Secured loans
• Trust planning
• Life Insurance
The backgrounds and sectors my clients come from vary, who ever you are Financial Planning can be complicated if it is not your speciality.
These are some of the people I have have helped to address the overwhelm and seeming complexity of financial planning.
My clients sleep better at night now that my expertise has become their resource.
🔸 Key Clients
• CEO's and senior executives
• Business owners
• Property Developers
• Retired individuals
🔸 At the end of the day people just like you!
You have got this far so please don't hesitate call me for a consultation
Or simply connect with me and leave me a message I will get back to you within 24 hours.
Where to find us
Head office address: Coolhurst, Tennis Club, London, N8 8EL