About Us

Bob Little & Co Ltd is a firm of Independent Financial Advisers based in the North of England, servicing clients locally and nationwide. Our company has primarily grown through word-of-mouth recommendations from many of our satisfied clients.

Our history

Established in 1985, we have been providing quality financial advice to individuals and businesses for over 30 years. The company was originally established by Bob Little, who sadly passed away in 2011 following a short illness.

Bob’s son, Robert Little, and all the other staff have continued to provide the same style of fair and ethical financial advice which helped to build Bob’s reputation over the years.

This has led to the business continuing to grow based on recommendations from existing clients and other professionals, who all admire the high standard of principles and ethics at Bob Little & Co Ltd.

We welcome clients from all walks of life, from first-time investors to very experienced investors and from people starting out in their working lives to people nearing their retirement. We also provide advice to businesses owners and directors.

We have a team of experienced and highly qualified staff, which you can read more about here: Our Staff

 

 

Why choose us?

We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by entering our FCA registration number (439777) on the FCA register

We are Chartered Financial Planners, which is our industry’s gold standard in terms of professional accreditations. We have held this title since 2014. We have also won or been shortlisted for numerous industry awards in recent years.

Our clients tell us we have excellent customer services skills. Over the years our company has primarily grown through word-of-mouth recommendations from satisfied clients and other professionals who have been impressed with our work.

Finally we have stood the test of time, having been originally established in 1985.

Get in touch

Are our services suitable for you?

If you want to plan for the future, or if you have a question about pensions, investments, mortgages, insurance or tax, we can help.

We offer a free, confidential, no-obligation initial consultation with one of our advisers to let you see if our services are right for you before you decide how you would like to proceed.

Personal finances can change rapidly, particularly following changes in legislation or changes in your circumstances, so we also offer optional ongoing financial reviews to ensure that our advice is updated over time.

While we are based in the North East we have clients all around the country. If you live outside our local area please feel free to get in touch and we will explain how we can provide advice from a distance.

What our clients say...

“With some organisations you’re not always quite sure whether they’re mainly in it for themselves or for their clients. But I feel that Bob Little & Co always have our best interests at heart. They’re very good and they’ve also helped our children as well. When they were going to university, Bob was an advocate of them taking the student loans that were available at low interest and investing their savings in order to get a better return. In a sense that’s helped our children recognise that good financial management should start when you’re young. Since then one of them has bought buy-to-lets and they go through Robert for all those things. Robert comes over as a very genuine person and I always get a good feeling about the team who work in the office. Many of them have been with him for a long time, which usually indicates that it’s a good operation.”

- Mr H, Leeds

Proud to be Chartered Financial Planners

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. This means you can be confident you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice and support.


Watch Video

Our Accreditations

Subscribe to our newsletter

Privacy Policy
//
Contact us

Call us today on

01642 477 758

Alternatively fill in your details below to book a free initial consultation with one of our advisers.

Enter your details below to book a free consultation.