Mal Assi - 5 Stars

I had been looking for a financial advisor and after speaking to a few I was recommended Bobby by a close contact. I read reviews on Bobby on ‘vouchedfor’ and Google and found them to be very positive. Following this I made initial contact Bobby and found him to be very personable and felt at ease.

Bobby has shown himself to be very experienced, knowledgeable and clear in his approach to financial planning. He patiently understands my requirements, aim and risk tolerance.

Bobby in a short period of time has demonstrated the value he brings, has been consistent in his recommendations and flexible to my needs. I feel my finances are in a safe pair of hands. He was also transparent with the charges for his services.

Bobby is very responsive, keep things moving and is always available.

Based on my experience I would recommend Bobby to anyone that needs financial support.

Tracy Qarni - 5 Stars

Bobby has been invaluable!  I had no idea where/how to invest re my pension and redundancy money, and have been so happy with how everything is working out.

We just finished a meeting re estate planning, and now have a clear understanding of my next steps.  Thank you Bobby!

Richard Sheen - 5 Stars 

Bobby was very helpful and patient , my situation is complex in terms of inheritance and we examined all options together. He evaluated all the scenarios highlighting the various pitfalls and myths associated with IHT, i was very impressed by his understanding of the tax implications.

Lee Stone - 5 Stars

From the very first call, Bobby has shown himself to be professional, concise and clear in his approach to financial planning. He invested time to patiently understand my financial goals and risk tolerance without any expectation, and took care to explain how he provides and charges for his services.

Bobby has delivered exactly what he said he would in demonstrating the value he brings, and has been consistently thorough in his recommendations. He's also very personable and relatable in his approach and I feel he's genuinely interested in producing the best outcomes for my finances.

Bobby follows up when he's says he will, takes the initiative to keep things moving and is always available when I need his advice. I would have no hesitation in recommending Bobby to anyone that needs financial planning support. He's a pleasure to work with and I have every confidence in his knowledge and expertise.

Andy Sandhu - 5 Stars

I had a great call with Bobby this morning. He was very personable and came across as extremely professional and knowledgeable. He has given me a few options to discuss with my family, which will then lead to a follow up call with him to discuss the best available solutions and next steps. I would recommend Bobby to anyone who needs to assistance with financial planning.

By a verified client in London - August 2025

What were the circumstances that caused you to initially look for an adviser?

I wanted to stop working in a one years time, (at age of 55) so wanted an overall review to see if I can achieve this. Invest money from a sale of house to also facilitate this. Plus have an overall review on my pensions.

How has Bobby Bhuiyan helped you?

Bobby after review of my finances advised me that I can achieve this. Invested money from sale from house in a way that will provide me the income. Also transferred one of my pension into another SIPP pension that will provide better return and be more tax efficient. Also set up an ISA stock.

In brief Bobby assisted me in tidying up my finance and investing.

Bobby is very personable and responsive.

Have you seen the outcome you were hoping for?

Yes. Very pleased with outcome. With Bobby as my advisor, I feel my finances are in a safe pair of hands.

What could they have done better?

Nothing

By a verified client in London - March 2025

What were the circumstances that caused you to initially look for an adviser?

I was made redundant and needed advice on investment of the money, and pension advice.

How has Bobby Bhuiyan helped you?

Bobby has been invaluable!  I had no idea where/how to invest re my pension and redundancy money, and have been so happy with how everything is working out.  

We just finished a meeting re estate planning, and now have a clear understanding of my next steps.  Thank you Bobby!

Have you seen the outcome you were hoping for?

Yes, and more!  I have never had such great advice and help in understanding what is available to me.

What could they have done better?

Honestly....nothing.

Farhan Kalsheker - June  2024

Bobby offered me concise and clear advice. He showed great knowledge of estate planning and very quickly understood my personal situation and provided the best route forward. He has been part of my network for over 10 years and after consulting with a wide network of connections I found him to be the best. I would definitely recommend Bobby. 

Mercedesz B - February 2020

Bobby has provided me with advice on my limited company and pension and put me at ease straight ahead. He is not only extremely professional and great at his job, but also a lovely guy and a wicked company, so very easy to get on with him. I would confidently recommend him to anybody who is seeking for advise on finances.