Experienced, award winning, highly qualified financial advisers

We can help you with your pensions, investments, mortgages and insurances.

We spend our days helping people retire early, improve their savings, get a better deal on their mortgage and protect their loved ones.

Get in touch and let us help you.

01642 477758 reception@boblittle.co.uk

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Transferring from another adviser

If you already have an adviser, and you are thinking about making a change, we can offer a free, no-obligation review of your finances

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Retiring soon

We can help you plan for retirement, including finding the most suitable and tax-efficient way of providing a retirement income

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Investments

Whether you want to invest a lump sum or a regular contribution, we can recommend an investment which suits your tax circumstances, investment term and level of risk.

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My savings

We can review your current investments and pensions to ensure they are still right for you

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Mortgages or Insurance

Whether you are a first time buyer, a home mover or you want to make sure you still have the best deal on your current mortgage, we can help

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Planning my future

This could include planning for an early retirement or reviewing your finances after a life change, such as a bereavement or divorce

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We also offer advice to businesses (including sole traders, partnerships and limited companies) covering help with tax efficient pension contributions, business owners insurance and managing your auto enrolment duties. Read more

Why choose us?

We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by entering our FCA registration number (439777) on the financial services register.

We have been Chartered Financial Planners (our industry’s gold standard in terms of professional accreditations) since 2014.

We have won and been shortlisted for numerous industry awards in recent years.

Our clients tell us we have excellent customer services skills. We have grown through recommendations from satisfied clients and other professionals who have been impressed with our work.

Finally we have stood the test of time, as we have traded for decades.

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Recent News

Pension or ISA

Personal pensions and ISAs are, arguably, two of the most well-known ways in which people can save for the future. But which is best? In this post I will set out the key differences. If you are interested in setting up either a pension or ISA, book a free initial meeting with one of our […]

What will happen to my personal pension when I die?

Due to the auto-enrolment rules, more people than ever have some personal pension savings. In some cases, personal pensions can form a significant portion of financial wealth. But do you know what will happen to this money when you pass away? Advice Our advisers can help you review your existing pension savings to ensure the […]

Why Should I Use You Instead Of My Bank?

People are often loyal to their bank. This can be for nostalgic reasons (your grandparents set up a savings account when you were little) or practical reasons (they offered a good rate or a special incentive when you needed an account). This loyalty can often lead to people doing everything through their bank, including loans, […]

Proud to be Chartered Financial Planners

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. This means you can be confident you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

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