Bob Gibbs

Independent Financial Planner @Oak Wealth Planning

Milton Keynes, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2015 — Present

Independent Financial Planner @Oak Wealth Planning

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Milton Keynes, GB

I now offer full holistic financial planning help many clients with Investments, Pensions, Protection and Mortgages. I do this within a highly skilled chartered financial planning firm.The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.

EDUCATION

1990 — 1993

The University of Northampton

Bachelor of Arts (B.A.)

1984 — 1990

Northampton School for Boys

High School

SKILLS

CefaDiploma for Financial AdvisersBankingFinanceLoansInvestmentsRetail BankingFinancial ServicesMortgage LendingWealth ManagementRelationship ManagementPortfolio ManagementPensionsFinancial AdvisoryFinancial PlanningIncome ProtectionManagementRisk ManagementFinancial Risk

ABOUT BOB GIBBS

Pensions don’t need to be complicated. No jargon, just a clear path to a comfortable…

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Bob Gibbs — Independent Financial Planner at Oak Wealth Planning in Milton Keynes, GB | Unifers