I had been looking for a financial advisor and after speaking to a few I was recommended Bobby by a close contact. I read reviews on Bobby on ‘vouchedfor’ and Google and found them to be very positive. Following this I made initial contact Bobby and found him to be very personable and felt at ease. Bobby has shown himself to be very experienced, knowledgeable and clear in his approach to financial planning. He patiently understands my requirements, aim and risk tolerance. Bobby in a short period of time has demonstrated the value he brings, has been consistent in his recommendations and flexible to my needs. I feel my finances are in a safe pair of hands. He was also transparent with the charges for his services.

Bobby was very helpful and patient , my situation is complex in terms of inheritance and we examined all options together. He evaluated all the scenarios highlighting the various pitfalls and myths associated with IHT, i was very impressed by his understanding of the tax implications.

Bobby has been invaluable! I had no idea where/how to invest re my pension and redundancy money, and have been so happy with how everything is working out. We just finished a meeting re estate planning, and now have a clear understanding of my next steps. Thank you Bobby!

From the very first call, Bobby has shown himself to be professional, concise and clear in his approach to financial planning. He invested time to patiently understand my financial goals and risk tolerance without any expectation, and took care to explain how he provides and charges for his services.

I have had a meeting with Bobby today to discuss my parents business which they hope to leave to my brothers and I and protect it for future generations in a tax efficient way which reduces their inheritance tax burden. Bobby offered very clear and relevant advice and listened carefully to the specifics of our situation. His advice was practical and offers clear tax savings. He explained his fees transparently and his fees are reasonable given the level of work required and the savings it will provide us with. I would recommend him.

Bobby offered me concise and clear advice. He showed great knowledge of estate planning and very quickly understood my personal situation and provided the best route forward. He has been part of my network for over 10 years and after consulting with a wide network of connections I found him to be the best. I would definitely recommend Bobby.