Bobby Bhuiyan Financial-Adviser (Chartered/Independent)
Chartered-Independent-Financial Adviser at Aegis Financial Planning Limited- Claim this Profile
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Bengali Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
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!
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!
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!
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!
Credentials
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Chartered Finacial Planner
PFSMar, 2021- Sep, 2024
Experience
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Aegis Financial Planning Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered-Independent-Financial Adviser
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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
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Managing Director
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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
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Openwork Ltd
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New Zealand
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IT Services and IT Consulting
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1 - 100 Employee
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Chartered-Financial Adviser
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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
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St. James’s Place Wealth Management
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United Kingdom
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1 - 100 Employee
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Partner
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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
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RBS
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Russian Federation
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Business Consulting and Services
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1 - 100 Employee
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Private Banking Financial Planning Manager
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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
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Barclays Wealth Management
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United Kingdom
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Financial Services
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700 & Above Employee
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International Investment Manager
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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
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Stockbroker and Adviser
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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
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Education
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2004 - 2005
The University of Dundee
M(res) Master's degree, Researching Corporate Governance -
1999 - 2003
The University of Dundee
Bfin (Hons) Bachelor's degree in Finance, Accounting and Finance
Community
