Testimonials

Read some of the feedback received from clients.
From the initial inquiry to the regular updates, Bobby has explained the benefits and outlined the risks clearly on the decisions to be made. I know he is putting my interests first and I trust his advice. I would not hesitate recommending him to anyone.
Caran Smith, Wokingham
Bobby gave me 100% dedicated time, effort and professionalism. His advice and knowledge made me feel that my funds were secure and confident in my chosen investment. I would not hesitate in recommending him.
Becky Brannigan
Bobby has been a fantastic guide for my family and me, navigating multiple complex financial challenges across several different countries. He has built significant trust with both my wife and me and we have both recommended Bobby to several of our friends.
Chris Disley
Both my wife and I were looking for advice on our investments and pensions. When we first met Bobby 3 years ago we found him to be both informed and informing. No hard sell, just lots of questions about we were looking for. The key thing was that he spent more time listening than speaking. We have b...
David Cunningham, Retired
Bobby is an extremely professional and proactive wealth manager. The service I receive is exceptional and the advice is well considered and structured bespoke to my needs. I would happily recommend Bobby.
Michael Baker, Chartered Surveyor
Bobby made me feel comfortable from the moment I met him, his product knowledge and complete honesty made me consolidate all my pensions into one policy which has resulted in the best decision I have ever made, I have already recommended him to a friend who has already opened a policy with him becau...
Natalie Grimston, Executive Assistant, London