Robert Wells Bsc Dippfs Email & Phone Number

I am a fully Independent Financial Planner and Wealth Manager. I help successful people to set and meet their financial goals, ensuring their financial well-being both now and into the future. My clients are good at what they do and they are savvy - they know the benefits of engaging specialists to support them. They’re experts in their fields and know that professional advice enables them to keep their eye on the ball, confident they’ll get exceptional results. Nowhere is this more important than in the complex, ever changing world of finance, tax and investment. I bring to bear expertise, experience, first-class analysis and the very latest technology for the benefit of my clients. I have a unique process designed to deconstruct, analyse and then reconfigure the clients’ financial planning. I take time to get to know their goals. - then I get to work on their behalf.CoverageI am based in Cheltenham and cover the South of England, South West and London - my clients can choose how we work together, whether they prefer remote engagement, using video conferencing, or meeting face to face in London and Cheltenham.Here’s what to do nextIf you’re interested in learning how we can help you or you’d like to discuss getting better results, reducing costs and maximising returns from any aspect of your finances or those of your business, contact me to book a complimentary initial consultation.07865 358 845robertwells@bbtgroup.co.ukwww.bbtgroup.co.ukI’m a member of the Chartered Insurance Institute (CII) and fully qualified (DipPFS Certs MP&ER) to provide regulated financial planning, mortgage and equity release advice. Investment planning and management Retirement planning and Pension planningExtraction strategies for Business OwnersLife insurance and serious illness protection Inheritance-Tax planning or Estate PlanningTax mitigation strategiesRisk managementSchool/University Fee PlanningBusiness and General InsuranceEmployee Benefits