Bob Symons DipPFS Chartered MCSI
Private Wealth Director at AHR Financial Consultation & Analysis LLC- Claim this Profile
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Bio
Robert Lee - CEng, MICE, PMP
We are very happy with the performance of the plan, the ease and visibility we have on the savings and the level of service provided by yourself. It is much appreciated.
Julie Lewis
They say that trusted word of mouth referrals are worth their weight in gold. I can say with hand on heart that being referred to Bob Symons by a trusted colleague was definitely worth a few gold bullions. We were looking for someone professionally qualified, a member of a professional association with a strong client focus and a solid background in the industry and that’s exactly what we found in Bob. How refreshing it is to meet and work with someone who takes the time to get to know you , is genuinely interested in understanding your needs, circumstances and preferences , is ethical, transparent and not on a mission to sell you off the shelf products with the goal of making more money for themselves. Bob advised us through a particularly challenging period in which we had to make some pretty tough decisions. His lateral thinking, common sense approach and highly practical advice made it possible for us to ride a huge wave of change. When you need solid financial advice and planning I highly recommend you give Bob a call for a coffee and exploratory conversation, he is worth his weight in gold !
Clare Greenwood
I have known Bob for many years, first meeting him though a series of networking forums. When it came to a time when I needed to reinvent a sum of money, he was the person I felt most comfortable with. A number of years have gone by and I still echo that first sentiment. I would urge anyone looking for sound and sincere advice to reach out to him for a chat.
Robert Lee - CEng, MICE, PMP
We are very happy with the performance of the plan, the ease and visibility we have on the savings and the level of service provided by yourself. It is much appreciated.
Julie Lewis
They say that trusted word of mouth referrals are worth their weight in gold. I can say with hand on heart that being referred to Bob Symons by a trusted colleague was definitely worth a few gold bullions. We were looking for someone professionally qualified, a member of a professional association with a strong client focus and a solid background in the industry and that’s exactly what we found in Bob. How refreshing it is to meet and work with someone who takes the time to get to know you , is genuinely interested in understanding your needs, circumstances and preferences , is ethical, transparent and not on a mission to sell you off the shelf products with the goal of making more money for themselves. Bob advised us through a particularly challenging period in which we had to make some pretty tough decisions. His lateral thinking, common sense approach and highly practical advice made it possible for us to ride a huge wave of change. When you need solid financial advice and planning I highly recommend you give Bob a call for a coffee and exploratory conversation, he is worth his weight in gold !
Clare Greenwood
I have known Bob for many years, first meeting him though a series of networking forums. When it came to a time when I needed to reinvent a sum of money, he was the person I felt most comfortable with. A number of years have gone by and I still echo that first sentiment. I would urge anyone looking for sound and sincere advice to reach out to him for a chat.
Robert Lee - CEng, MICE, PMP
We are very happy with the performance of the plan, the ease and visibility we have on the savings and the level of service provided by yourself. It is much appreciated.
Julie Lewis
They say that trusted word of mouth referrals are worth their weight in gold. I can say with hand on heart that being referred to Bob Symons by a trusted colleague was definitely worth a few gold bullions. We were looking for someone professionally qualified, a member of a professional association with a strong client focus and a solid background in the industry and that’s exactly what we found in Bob. How refreshing it is to meet and work with someone who takes the time to get to know you , is genuinely interested in understanding your needs, circumstances and preferences , is ethical, transparent and not on a mission to sell you off the shelf products with the goal of making more money for themselves. Bob advised us through a particularly challenging period in which we had to make some pretty tough decisions. His lateral thinking, common sense approach and highly practical advice made it possible for us to ride a huge wave of change. When you need solid financial advice and planning I highly recommend you give Bob a call for a coffee and exploratory conversation, he is worth his weight in gold !
Clare Greenwood
I have known Bob for many years, first meeting him though a series of networking forums. When it came to a time when I needed to reinvent a sum of money, he was the person I felt most comfortable with. A number of years have gone by and I still echo that first sentiment. I would urge anyone looking for sound and sincere advice to reach out to him for a chat.
Robert Lee - CEng, MICE, PMP
We are very happy with the performance of the plan, the ease and visibility we have on the savings and the level of service provided by yourself. It is much appreciated.
Julie Lewis
They say that trusted word of mouth referrals are worth their weight in gold. I can say with hand on heart that being referred to Bob Symons by a trusted colleague was definitely worth a few gold bullions. We were looking for someone professionally qualified, a member of a professional association with a strong client focus and a solid background in the industry and that’s exactly what we found in Bob. How refreshing it is to meet and work with someone who takes the time to get to know you , is genuinely interested in understanding your needs, circumstances and preferences , is ethical, transparent and not on a mission to sell you off the shelf products with the goal of making more money for themselves. Bob advised us through a particularly challenging period in which we had to make some pretty tough decisions. His lateral thinking, common sense approach and highly practical advice made it possible for us to ride a huge wave of change. When you need solid financial advice and planning I highly recommend you give Bob a call for a coffee and exploratory conversation, he is worth his weight in gold !
Clare Greenwood
I have known Bob for many years, first meeting him though a series of networking forums. When it came to a time when I needed to reinvent a sum of money, he was the person I felt most comfortable with. A number of years have gone by and I still echo that first sentiment. I would urge anyone looking for sound and sincere advice to reach out to him for a chat.
Credentials
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Maltese Financial Regulations
ifs MaltaJun, 2022- Oct, 2024 -
EFPA EUROPEAN FINANCIAL ADVISOR™ EFA
EFPA Europe │ European Financial Planning AssociationMar, 2021- Oct, 2024 -
International Certificate in Investment Management (UAE)
Chartered Institute for Securities & Investment (CISI)Sep, 2014- Oct, 2024 -
Risk in Financial Services
Chartered Institute for Securities & Investment (CISI)Aug, 2014- Oct, 2024 -
Certificate in Global Securities
Chartered Institute for Securities & Investment (CISI)Jun, 2014- Oct, 2024 -
Level 4 Diploma Regulated Financial Planning
UK Chartered Insurance Institute & Personal Finance SocietyNov, 2012- Oct, 2024 -
Tax & Trusts (G10)
UK Chartered Insurance InstituteAug, 2002- Oct, 2024 -
Protection & Long Term Care (G80)
UK CIIMar, 2002- Oct, 2024 -
Financial Planning Certificate (1, 2 & 3)
UK CIIJul, 1992- Oct, 2024
Experience
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AHR Financial Consultation & Analysis LLC
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Financial Services
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1 - 100 Employee
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Private Wealth Director
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Nov 2019 - Present
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AHR Group
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Egypt
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Facilities Services
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1 - 100 Employee
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Private Wealth Director
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Nov 2019 - Present
AHR Group is one of the fastest growing global wealth management & advisory companies. In 2020 assets under management surpassed $1b USD and the company achieved AuM and revenue growth in excess of 30% in 2021. We specialise in advising clients across a plethora of disciplines including Wealth Management, Private Banking, Corporate Advisory, Corporate Services, Tax Advisory & Investment Management. Our approach to advice is a partnership built on analysis and ideas; a supportive relationship that equips you to make better-informed decisions and plan for your future with confidence. We work closely with you to gain an in-depth understanding of your current situation, a complete understanding of your concerns and objectives, and provide the support to enable you to achieve your objectives Show less
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Private Wealth Director
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Dec 2019 - Present
Arlo Group is a Boutique Wealth Management firm with global reach from our offices based in the UK. Part of the WMP Group which include AHR Private Wealth, ATC Tax Consultants & Lawsons Equity). We are proud to boast a staff of certified and experienced advisors – all of whom work to the exacting standards demanded by our clients. Arlo Group is a Boutique Wealth Management firm with global reach from our offices based in the UK. Part of the WMP Group which include AHR Private Wealth, ATC Tax Consultants & Lawsons Equity). We are proud to boast a staff of certified and experienced advisors – all of whom work to the exacting standards demanded by our clients.
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Abacus Financial Consultants LLC
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Partner
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Apr 2013 - Nov 2019
A broad-based financial planning consultancy specialising in personal and corporate financial planning solutions. Guiding clients to help identify and plan for financial goals and risks through the various life stages. A broad-based financial planning consultancy specialising in personal and corporate financial planning solutions. Guiding clients to help identify and plan for financial goals and risks through the various life stages.
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Independent Financial Advisor
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Jan 2003 - Apr 2013
Recruiting and managing a team of experienced Financial Advisers within the Acuma Group - currently managing 14. Also responsible for own portfolio of approx 130 clients; including individuals and companies, advising on all aspects of financial security/wealth management objectives.
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Private Clients
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Jan 2003 - Apr 2013
Helping clients achieve financial security by providing advice and solutions to all aspects of Client financial planning needs, both personal and Corporate. Concentrating on wealth accumulation, management and protection needs using cost-effective and efficient strategies combined with regular reviews.
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IFA
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Dec 2002 - May 2004
Moved to PS as a transitional arrangement when moving overseas in order to retain clients and UK income during that time. Remained under "trainee" status as was not in UK long enough after joining PS to be signed off fully. Moved to PS as a transitional arrangement when moving overseas in order to retain clients and UK income during that time. Remained under "trainee" status as was not in UK long enough after joining PS to be signed off fully.
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Assistant Regional Director
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May 1997 - Dec 2002
UK based Independant Financial Adviser network having 250 individual partners operating via the RJ Temple brand. Wealth management solutions for clients, specialising in Tax avaoidance, estate/sucession planning and managing wealth/income to maximum efficiency. UK based Independant Financial Adviser network having 250 individual partners operating via the RJ Temple brand. Wealth management solutions for clients, specialising in Tax avaoidance, estate/sucession planning and managing wealth/income to maximum efficiency.
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Alliance & Leicester
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Financial Services
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100 - 200 Employee
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Regional Sales Manager
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Feb 1991 - May 1997
Managing, motivating & training a team of branch-based financial advisers across the Southeast Network of the A&L. Managing, motivating & training a team of branch-based financial advisers across the Southeast Network of the A&L.
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Royal Navy
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United Kingdom
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Armed Forces
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700 & Above Employee
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Chief Petty Officer MEA (EL)
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Aug 1978 - Dec 1988
Joined as trainee Artificer apprentice, completed training1982, served on HMS Fearless, HMS Intrepid & HMS Edinburgh. Left as CPOMEA(EL) Dec1988. Joined as trainee Artificer apprentice, completed training1982, served on HMS Fearless, HMS Intrepid & HMS Edinburgh. Left as CPOMEA(EL) Dec1988.
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Education
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1978 - 1982
RN Naval Colleges
BS, Mechanical & Marine Engineering
Community
