Diploma in Financial Planning (DipPFS)
Bob has been in the Financial Services industry for over 30 years, the last 15 as a Wealth Planner. With a personable approach he helps clients meet their long-term financial goals with a solution led, regularly reviewed service.
"Huge fan of DIY and big projects, also avid Rugby follower experiencing my son becoming a professional and international U18's and U19's with Ireland."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.