B&N Financial Planning Ltd

Dec 22nd, 2017

I met Bobby at a local networking group initially and he instantly came across as warm, welcoming and relaxed which in my experience can be quite rare when dealing with finance as it can be quite a dry subject. We initially worked to refer business to each other, but it soon came to a point where I needed financial advice as part of the compulsory pension enrollment as a company Director, among other things. Bobby and I met in a relaxed environment to discuss pensions, and it quickly became apparent that i had some really wild misconceptions about how it all worked - so he explained it all to me, answered all my questions (some of which I felt were asinine, but he took it completely in his stride and was very reassuring!) - as a result I now have a pension and I have a much deeper understanding of how financial planning works, and how it all works. The other layer above this is that Bobby has personality that he brings to the role which goes a huge distance in building trust - I think had it been anyone else I would probably have not bitten the bullet and done it. And that's not because he's flashy and false like a car salesman - he listens, he understands, and he applies a great deal of knowledge and experience to very personal situations and gives solid dependable advice that WORKS. He doesn't butter you up or try to leverage you to make a bigger fee - it's all incredibly transparent and upfront. The point is, everything I personally want a Financial Advisor to be, Bobby is - so going elsewhere just isn't necessary. I refer all of my HNW clients his way, and I thoroughly recommend you have a conversation with him at the earliest opportunity.
Jul 22nd, 2017