BOB LITTLE & CO - Key Persons
Angela has worked in the industry for more than 20 years and has been with the firm since 2003. She holds the Financial Planning Certificate qualification and specialises in Pension Administration and Investment Administration.
Job Titles:
- Financial Adviser
- Adviser
- Financial Planner
Chris Donnelly is an experienced financial planner and equity release adviser who is dedicated to helping his clients achieve their financial goals. With many years of experience in the financial industry, Chris has built a reputation for delivering exceptional service and outstanding results.
As a financial planner, Chris provides a wide range of services, including retirement planning, investment management, tax planning, and estate planning. He is also an equity release adviser, specialising in helping people unlock the value of their homes to support their retirement income or other financial needs.
Chris is passionate about providing personalised service and individual attention to each and every client. He takes the time to understand their unique needs and circumstances, and works tirelessly to develop customised financial plans that are tailored to their specific goals and objectives.
Chris has a deep understanding of the financial industry, and is always up-to-date with the latest trends and best practices in the field. He has achieved numerous professional qualifications, and is committed to continuing his education and training to ensure that he is always providing the best possible service to his clients.
Throughout his career, Chris has achieved numerous accolades for his exceptional service and outstanding results. He is a trusted and respected professional who is committed to helping his clients achieve their financial goals and secure their financial future.
Chris's dedication to excellence, his depth of experience, and his passion for helping people achieve their financial goals make him the ideal choice for anyone seeking a knowledgeable and experienced financial planner and equity release adviser. So if you are in need of financial guidance and support, contact Chris Donnelly today to discuss your needs and learn how he can help you achieve your financial objectives.
Jonathan Mackenzie is a talented paraplanner who is dedicated to helping his clients achieve their financial goals. With several years of experience in the financial industry, Jonathan has built a reputation for delivering exceptional service and outstanding results.
As a paraplanner, Jonathan plays a vital role in supporting our advisers in the development and implementation of customised financial plans for their clients. He is responsible for conducting research, analysing data, and preparing financial reports, and is committed to providing the highest level of service and support to both clients and advisers.
Karen joined Bob Little & Co Ltd in 2012 as our Receptionist.
Lisa Stacey is a highly efficient mortgage administration and support professional with a proven track record of providing exceptional service. With her attention to detail and strong organisational skills, with over 20 years' experience working for Bob Little & Co, Lisa is committed to ensuring that every client receives the support they need throughout the mortgage process.
Job Titles:
- Financial Adviser
- Chartered Financial Planner
Martin Cockerill is a highly experienced and qualified chartered financial planner with a passion for helping his clients achieve their financial goals. With over 20 years of experience in the financial industry, Martin is a trusted and respected professional who has built a reputation for delivering exceptional service and outstanding results.
As a chartered financial planner, Martin provides a wide range of services, including retirement planning, investment management, tax planning, and estate planning. He is dedicated to providing personalised service and individual attention to each and every client, and takes the time to understand their unique needs and circumstances.
Martin is a firm believer in the value of holistic financial planning, and takes a comprehensive approach to developing customised financial plans that are tailored to each client's specific goals and objectives. He has a deep understanding of the financial industry, and is always up-to-date with the latest trends and best practices in the field.
Throughout his career, Martin has achieved numerous professional qualifications and has been awarded the prestigious Chartered Financial Planner designation, which is the highest level of qualification in the financial planning industry. He is also a member of the Personal Finance Society and the Chartered Insurance Institute.
Martin's commitment to excellence, his depth of experience, and his passion for helping people achieve their financial goals make him the ideal choice for anyone seeking a knowledgeable and experienced chartered financial planner. So if you are in need of financial guidance and support, contact Martin Cockerill today to discuss your needs and learn how he can help you achieve your financial objectives.
With many years of experience in the mortgage industry, Matthew is a seasoned professional who has helped countless clients find the right mortgage to suit their needs. He has a wealth of knowledge and expertise in the field, and is known for his exceptional customer service and dedication to his clients.
Matthew's commitment to excellence has been recognised via numerous awards and accolades throughout his career.
As a trusted and respected mortgage adviser, Matthew is dedicated to providing personalised service and individual attention to each and every client. He takes the time to understand your unique needs and circumstances, and works tirelessly to find the right mortgage solution for you.
Whether you are a first-time homebuyer, a seasoned investor, or someone looking to refinance your current mortgage, Matthew has the knowledge and expertise to help you navigate the complex world of mortgages. He has a deep understanding of the different types of mortgages available, and can guide you through the process of finding the right one for your needs.
Matthew's reputation for excellence, his commitment to his clients, and his track record of success make him the ideal choice for anyone seeking a knowledgeable and experienced mortgage broker. So if you are in need of a mortgage, contact Matthew today to discuss your needs and learn how he can help you achieve your goals.
Job Titles:
- Insurance Administration and Office Manager
Nicola Wright is an experienced insurance administration and office manager with a reputation for providing exceptional service and support to clients. With strong organisational skills and attention to detail, Nicola is committed to meeting the unique insurance needs of each client. She is passionate about providing personalised service and has achieved numerous professional qualifications in the industry.
Nicola is Bob Little & Co's longest serving employee with over 20 years' experience.
Robert started his career as an IFA after achieving a First Class Honours Degree in Financial Economics. He enjoys dealing with technical client queries, particularly regarding taxation and pension matters.
As well as providing financial advice to clients, Robert is the Director of the company and holds several regulatory positions including Compliance Officer and Supervisor.
Robert has achieved the Advanced Diploma in Financial Planning and the Certificates in Mortgage Advice and Equity Release, all with the Chartered Insurance Institute (CII).
He has also completed the Certificate in Pensions Auto Enrolment via the Pensions Management Institute (PMI).
He is a Fellowship member of the Personal Finance Society and a Chartered Financial Planner, which was awarded by the CII.
Finally he has passed Level I, Level II and Level III of the CFA Program and he is a CFA Charterholder.
Robert is qualified to advise on Investments, Pensions, Protection, Mortgages, and Lifetime Mortgages.
Steph has worked for the firm since 2011. She originally joined us as our Receptionist but she now specialises in Investment Administration.