Bob Bercis – Rugby

Wealth Planner

Bob has over 30 years experience in the financial services sector. He holds the Diploma in Financial Planning, as well as two Advanced Chartered Institute of Insurance (CII) qualifications -G60 Pension transfer specialist and G10 Taxation and Trusts.

The Financial Services arena has changed many times and is continually evolving, Succession Wealth is a product of this evolution and Bob is excited about the future and to be on board to deliver a sustainable wealth programme for his clients.

Bob has the ability to transform and interpret the complexity of the business such as Pensions, ISAs, Tax, etc into simple, understandable language.

Bob’s interests outside financial services centre around rugby and a new love in carpentry ranging from summer houses to dining tables.

07387 262 467

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