Robert Little - Director
BSc(Hons) FPFS CFA, Chartered Financial Planner, Chartered Financial Analyst®
Robert started his career as an IFA after achieving a First Class Honours Degree in Financial Economics. He enjoys dealing with technical client queries, particularly regarding taxation and pension matters.
As well as providing financial advice to clients, Robert is the Director of the company and holds several regulatory positions including Compliance Officer and Supervisor.
Robert has achieved the Advanced Diploma in Financial Planning and the Certificates in Mortgage Advice and Equity Release, all with the Chartered Insurance Institute (CII).
He has also completed the Certificate in Pensions Auto Enrolment via the Pensions Management Institute (PMI).
He is a Fellowship member of the Personal Finance Society and a Chartered Financial Planner, which was awarded by the CII.
Finally he has passed Level I, Level II and Level III of the CFA Program and he is a CFA Charterholder.
Robert is qualified to advise on Investments, Pensions, Protection, Mortgages, and Lifetime Mortgages.
Martin Cockerill - Financial Adviser
APFS Adv DipFA, Chartered Financial Planner, Chartered Associate
Martin has over 20 years’ experience in financial services. He is a Chartered Financial Planner and holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute (CII). He is also a member of the Personal Finance Society.
Martin advises on retirement planning, investments, tax planning and estate planning.
Chris Donnelly - Financial Adviser
DipFA CertsCII (MP&ER)
Chris is a financial adviser who also specialises in equity release. He holds the Diploma in Financial Planning and the CII Certificates in Mortgage Advice and Equity Release.
Chris advises on retirement planning, investments, tax planning and estate planning, and helps clients consider whether releasing equity from their home is right for them.
Matthew Grayson - Mortgage/Protection Adviser
CeMAP
Matthew is our mortgage and protection adviser and has many years’ experience in the mortgage industry. He holds the Certificate in Mortgage Advice and Practice (CeMAP).
Matthew helps first-time buyers, home movers, people remortgaging and property investors find a suitable mortgage, and advises on protecting their home and family.
Jonathan Mackenzie - Financial Adviser
Dip PFS
Jonny started his career with our company in 2014 as a Trainee Administrator under an apprenticeship scheme. He has since progressed through various roles, including Administrator, Paraplanner, and Senior Paraplanner.
His work was varied but primarily focused on pensions, including switching pension providers, contributions and accessing benefits at retirement.
In 2025, Jonny achieved the Diploma in Financial Planning through the Chartered Insurance Institute and soon began his training to become an adviser.
Jonny is qualified to advise on Investments, Pensions, and Protection.
Nicola Wright
Nicola is our Office Manager and Bob Little & Co’s longest serving employee, with over 20 years’ experience. She has a background in insurance administration and makes sure the office runs smoothly for clients and staff.
Meet Our
Support Staff
Angela Mackenzie – CertPFS
Angela has worked in the industry for more than 20 years and has been with the firm since 2003. She holds the Financial Planning Certificate qualification and specialises in Pension Administration and Investment Administration.
Karen Barker
Karen joined Bob Little & Co Ltd in 2012 as our Receptionist.
Steph Brooke
Steph has worked for the firm since 2011. She originally joined us as our Receptionist but she now specialises in Investment Administration.
Lisa Stacey – CeMAP
Lisa Stacey is a highly efficient mortgage administration and support professional with a proven track record of providing exceptional service. With her attention to detail and strong organisational skills, with over 20 years’ experience working for Bob Little & Co, Lisa is committed to ensuring that every client receives the support they need throughout the mortgage process.
A brief overview of our qualifications
| Term | Description |
|---|---|
| CFA | Described as "the highest distinction in the investment management profession", this accreditation covers topics ranging from Portfolio Management and Wealth Management to Economics and Statistics. It is equivalent to a Masters degree and is only available to individuals who hold a Bachelor's degree and who have the required amount of relevant work experience. |
| FPFS | Fellows hold the CII Fellowship, the highest qualification awarded by the CII. Fellows must hold the Advanced Diploma in Financial Planning (APFS) or equivalent and have a minimum of five years' industry experience. |
| Chartered Financial Planner/Chartered Associate | Holds the Advanced Diploma in Financial Planning (APFS) or equivalent and must have a minimum of five years' industry experience. The 'Chartered' title can only be conferred under the auspices of the Privy Council and is designed to indicate professional attainment and commitment. |
| APFS/Adv DipFA | Holds the Advanced Diploma in Financial Planning or equivalent. This develops specialist planning capabilities supporting the provision of a sophisticated and comprehensive approach to financial management. |
| DipPFS/DipFA | Holds the Diploma in Financial Planning or equivalent. This develops advanced technical knowledge and understanding across a broad range of key advisory areas as selected by the adviser. |
| CeMAP/MAQ/Certs CII(MP & ER) | Holds a Certificate level qualification relating to mortgages (CeMAP, MAQ, Cert CII(MP)) or Lifetime Mortgages and Equity Release (Cert CII(ER)). |
