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I have more than 30 years experience in financial services, most recently as COO of Voyant UK where I was instrumental in bringing to the UK the Voyant Adviser global leading financial planning platform. As COO, I was responsible for developing and implementing sales and marketing strategies and for product management for Voyant in the UK. I retired from my executive responsibilities in 2020 but remain a director of Voyant UK and adviser to the Board. in 2022, I became a founding investor in and adviser to All in Place which aims to empower accountancy practices in the provision of financial planning services to clients.Previously I have worked as a specialist expert resource with Morningstar as a member of the team responsible for the development of the Adviser Workstation solution and as a UK Director of mPower Europe, where I helped to develop web-based advice and "financial health check" solutions for major institutions and the FSA / HM Treasury.From 2004 - 2008 I participated in the FSA Financial Capability Review as a member of the Families Focus GroupFrom 1983 to 2000 I was an Independent Financial Adviser working in a number of senior roles for Mercer, the global employee benefit consultancy.My passion and aspirations lie in the area of helping to raise consumer understanding of and engagement in financial planning and decision making. I believe this will be best achieved through leveraging modern web-based technology solutions that will help advisers to communicate their expertise and knowledge and will at the same time help people generally to make better, more informed decisions.Specialties: Specialist in development and implementation of web based adviser tools solutions and in the development of financial education materials. IFA for over 20 years; project managed employee communication programme for Defined Benefit / Defined Contribution pension switch for major UK employer. Also project managed FSA authorisation application for Morningstar UK consulting services practice.
Voyant Uk
View- Website:
- planwithvoyant.com
- Employees:
- 103
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Director And AdviserVoyant UkCoventry, England, Gb -
Investor And AdviserAll In Place Mar 2022 - PresentLondon, Gb -
Director And AdviserVoyant Uk Jan 2009 - Present
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Coo And Director, Voyant Uk LtdVoyant, Inc. Jan 2009 - Nov 2021Austin, Tx, UsUntil retirement I was responsible for driving the UK sales and marketing strategic direction and product management of Voyant Adviser, the global-leading financial planning platform. I remain a director of Voyant UKWe continue to work actively with major IFAs, distribution firms and platforms to help them achieve and bring to market best practice, post-RDR standards and solutions. -
OwnerCavendish It Solutions Ltd Mar 2008 - Jan 2010Provider and distributor of adviser sales process tools and financial education materials.Available for consultancy contracts in all areas of expertise, i.e. development and implementation adviser and consumer financial planning tools and the creation and delivery of financial education and literacy materials
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Business And Product Development ManagerMorningstar Oct 2005 - Jun 2008Chicago, Il, UsResponsible for businss and product deveopment of Morningstar's UK adviser facing products -
Head Of Financial Planning, Investments And ComplianceMpower Europe Oct 2000 - Jun 2003
Bob Freeman Skills
Bob Freeman Education Details
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University Of ExeterEnglish
Frequently Asked Questions about Bob Freeman
What company does Bob Freeman work for?
Bob Freeman works for Voyant Uk
What is Bob Freeman's role at the current company?
Bob Freeman's current role is Director and Adviser.
What is Bob Freeman's email address?
Bob Freeman's email address is bo****@****ons.com
What is Bob Freeman's direct phone number?
Bob Freeman's direct phone number is +151234*****
What schools did Bob Freeman attend?
Bob Freeman attended University Of Exeter.
What skills is Bob Freeman known for?
Bob Freeman has skills like Financial Services, Wealth Management, Investments, Strategic Financial Planning, Pensions, Retirement Planning, Finance, Investment Strategies, Financial Planning, Retirement, Financial Planners, Portfolio Management.
Who are Bob Freeman's colleagues?
Bob Freeman's colleagues are Bakary Cissokho, Professeur Mountaga, Natalie Roy, Heena Saboo, Garima Sehgal, Eric Lafourcade, Neema Tenga.
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