Bobby Bhuiyan Financial-Adviser (Chartered/Independent)

Chartered-Independent-Financial Adviser at Aegis Financial Planning Limited
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • Bengali Native or bilingual proficiency
  • Spanish Elementary proficiency

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Aaron White

I can only thank Bobby for his insight and openness when it came to discussing my pension and the opportunities available for me. I felt that his transparency combined with his knowledge was the best part of his service.

Mike Nathan

Bobby gives good advice to me on managing finances throughout my career. He always takes to the time to listen and understand concerns, giving impartial advice as a trusted advisor. I would recommend Bobby, keep doing what you do so well!

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Credentials

  • Chartered Finacial Planner
    PFS
    Mar, 2021
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered-Independent-Financial Adviser
      • Apr 2022 - Present

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

  • BB Financial Advice and Estate LTP LTD
    • London, England, United Kingdom
    • Managing Director
      • Mar 2013 - Present

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

    • United Kingdom
    • Financial Services
    • 400 - 500 Employee
    • Chartered-Financial Adviser
      • Feb 2014 - Apr 2022

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Partner
      • Dec 2012 - Feb 2014

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Private Banking Financial Planning Manager
      • Feb 2009 - May 2012

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • International Investment Manager
      • 2007 - 2008

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

    • United States
    • Financial Services
    • 700 & Above Employee
    • Stockbroker and Adviser
      • Feb 2006 - Aug 2007

      Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals Financial Adviser Wealth Management Retirement Planning Financial Planner; Solving all your financial needs with personalised bespoke solutions. • Tax efficient investment planning • Bridging/Mortgages/secured loans • Trust planning • life Insurance I looked after a wide range of clients and some examples are: • CEO's and senior executives • Business owners • High profile sports individuals • Financiers • Retired individuals

Education

  • The University of Dundee
    M(res) Master's degree, Researching Corporate Governance
    2004 - 2005
  • The University of Dundee
    Bfin (Hons) Bachelor's degree in Finance, Accounting and Finance
    1999 - 2003

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