Bob Bercis

Wealth Planner

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."

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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.

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