Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

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07742 019661

Welcome To My Brand New Blog!

It's going to be the first post of many ...

 
 

POSTED BY BOB GIBBS ON 01/11/2018 @ 9:00AM

Hi everyone! My name is Bob Gibbs and I'm what's called a 'whole of market' independent financial planner. In a nutshell, I organise people's money so they can either make more money or save their money and become more wealthy ...

This is me after completing the Cheltenham Half Marathon with a personal best time!

This is me after completing the Cheltenham Half Marathon with a personal best time!

I achieve this through mortgages, insurances, savings, investments and especially pensions, a subject I am especially passionate about. I am shocked by how little people know about such an important subject that has such a huge impact on their lives.

"My mission is to understand where people are at on their retirement plan!"

Then I'll get them on the correct road to working less and enjoying more of life when they want! I use cashflow planning software to make this more visual and real for them.

People have very busy lives and I love stepping in and doing the hard work and planning they don't have time for. I make myself highly available to my clients, which they find very reassuring. One of my strengths is to ensure my advice is clear and easy to understand without all the jargon that baffles people.

Personally speaking, my wife and three children are the centre of my world and where I love to spend a lot of my time. We have two cats and an adorable Cavapoo too. Family is very important to me.

"I like to keep fit, in fact, one of my best friends is my own personal trainer!"

Running is my main fitness passion and I have completed three marathons as well as countless other shorter races. I even recently turned my hand to triathlons. My favourite holiday destination is Southwold, where I proposed to my wife and this seaside town was also the theme to our wedding.

"Would you like to know more?"

If you'd like to find out more about mortgages, insurances, savings, investments and pensions then do give me a call on 07742 019661 or click here to ping me an email and let's see how I can help you.

Until next time ...

BOB GIBBS


PS:

If you're thinking of reviewing your financial position then do visit oakwp.co.uk and let's see how I can help you with your wealth planning!


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More about Bob Gibbs ...

OAK WEALTH PLANNING

I am a whole of market Independent Financial Planner. What I do for people is to organise money so that people either make money or save money with the end result becoming more wealthy.

I achieve this through mortgages, insurances, savings, investments and especially Pensions, a subject I am especially passionate about. I am shocked by how little people know about such an important subject that has such a huge impact on their lives.

My mission is to understand where people are at on their retirement plan, then get them on the correct road to working less and enjoying more of life when they want! I use cashflow planning software to make this more visual and real.

Telephone:

07375 040011

Website:

https://oakwp.co.uk


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