Bobby Berwick - APFS Certs CII (MP & ER)

Chartered Financial Planner

Bobby has been working in financial services since 2003, spending most of his career in the Private Banking and Investment Management side of the industry, rising to a senior position managing the private client administration of a large city based Asset Manager.

He has always maintained a keen interest in reasons for and planning behind client investments and financial arrangements, and at the beginning of 2019, decided to focus his career on providing financial advice.

Bobby’s experience across the financial sector has given him a vast amount of knowledge across a wide range of areas, which he puts to good use when finding financial solutions for his clients. He has also completed the Advanced Diploma in Financial Planning and was awarded the title of Chartered Financial Planner in 2021.

Outside of work Bobby enjoys spending time with his wife, Laura, and their two sons Ben and Harry, who are football mad, West Ham fans! Other hobbies include listening to music, going to the gym, and socialising with friends and family.