Bobby Berwick

Bobby has been working in financial services since 2003 for various private banks and global investment management companies.

At the beginning of 2019, he decided to leave the city and use his qualifications and knowledge to focus on providing financial advice, and hasn’t looked back since! He has completed the Advanced Diploma in Financial Planning and was awarded the title of Chartered Financial Planner in 2021.

Bobby enjoys building relationships with his clients, and getting to know what is important to them. Being able to genuinely help and guide people through life’s ever changing ups and downs is what Bobby likes most about the job; whether it be planning for retirement, protecting our nearest and dearest, or investing for the future.

Outside of work Bobby enjoys spending time with his wife, Laura, and their two sons Ben and Harry, who are football mad, West Ham fans! Other hobbies include listening to music, going to the gym, and socialising with friends and family.