Oak Wealth Planning, Independent Financial Planning

Bob Gibbs

Bob Gibbs
Position - Associate Independent Financial Planner

Bob has been working in Financial Services for 21 years. Bob’s first 5 years in the industry were spent honing his skills in the General Insurance market in order to learn the fundamentals and he has maintained his knowledge of all general insurance to this date. Bob’s next career move was to a major high street bank, developing knowledge of banking systems and other areas of financial products in order to service clients' diverse requirements. Bob places significant importance on continually developing his professional skills through training and study, and he finally achieved his longer term goal of becoming a Financial Adviser in 2006. From that time, Bob has been fully qualified to give holistic financial planning covering all areas including, pension, investments, Inheritance tax, personal and corporate protection plus many others.

During his time as a Financial Adviser at the bank, he became known through his colleagues and many clients as a Financial Planner who could maintain a high level of knowledge and present this in a simple and easy to understand format to his clients. Due to this he has established trusted relationships with many clients over many years.

In 2015 Bob joined Oak Wealth Planning and have took it upon himself to complete a mortgage advice qualification, now enabling him to offer an added area and skill set to his clients.

Bob is a keen fan of cricket, football and snooker/pool, as a regular runner he has completed 2 marathons, a dozen half marathons and over 100 10k races. Bob is married, has a daughter, step son and step daughter, who are his focus and inspiration for the rest of his life as an Independent Financial Planner and beyond.

Contact information

DD - 01908 597301
Mobile - 07742 019661
bob@oakwp.co.uk


Services

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