Meet our advisers

Bobby Dhesi

Bobby3

Bobby Dhesi DipPFS, Cert II (MP)

Independent Financial Adviser

About me

I have had a successful career to date and feel extremely proud of the reputation I have built over the past 15 years in the financial services industry. I take the time to get to know my clients’ current and future personal and financial circumstances, as well as their aspirations. This enables me to provide them with holistic financial planning advice throughout the different stages of their lives. 

I encourage regular reviews with my clients to ensure their plans continue to meet their needs. The most rewarding part of my job is witnessing clients reach their financial goals, be that funding their children through university, protecting their loved ones or taking an early retirement.

Location

West Midlands