Bob

With nearly four decades of experience in the financial services industry, I started my career in accounting before transitioning to become a financial adviser within a high street bank. Throughout my career, I have advanced through various roles and currently work as an independent financial adviser, running my own business, as well as providing specialised technical support for Complete Compliance. I hold the level 4 qualification, and I am qualified as a pension transfer specialist.

Over the years, I have honed my expertise in pension, investments, taxation, and trusts, which has been instrumental in serving my own client base and in my compliance consultancy work.