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Talk to an expert today. Call us on 01642 477 758. Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us Review My SavingsSaving For RetirementInheritance Tax PlanningTransferring From Another AdviserPlanning For My FutureAdvice on Divorce/DissolutionRetiring SoonAdvice For Business OwnersMortgages & InsuranceIncome Protection InsuranceLife Insurance And Critical Illness CoverLifetime Mortgages A firm of Independent Financial Advisers Based in the North of England, we service clients locally and nationwide. Our company has primarily grown through word-of-mouth recommendations from many of our satisfied clients. Make An Enquiry Our History In 1985, our founder Bob Little started his career as an appointed representative for a leading financial services company, following his previous work as an engineer in the gas and chemicals industries. In 1993, he decided to venture out on his own and established our company. Unfortunately, Bob passed away in 2011 after a brief illness. Despite this, our company remains family-owned, with Bob’s son Robert Little and our dedicated staff carrying on the tradition of providing fair and ethical financial advice that helped build Bob’s reputation over the years. Thanks to our commitment to these values, we’ve continued to expand our business through referrals from satisfied clients and other professionals who appreciate our high standards of ethics and principles. Our clients come from all backgrounds and range from first-time investors to seasoned ones, as well as individuals at various stages of their careers and business owners and directors. Our experienced and highly qualified staff are always ready to assist you with your financial needs. You can learn more about our team by clicking on the link below. Our Staff Why Choose Bob Little & Co? Make An Enquiry At Bob Little & Co Ltd, we pride ourselves on being directly authorised and regulated by the Financial Conduct Authority (FCA), as evidenced by our FCA registration number (439777) on the financial services register. We’ve also earned the esteemed Chartered Financial Planners designation, which is the gold standard in our industry for professional accreditations, since 2014. This, coupled with our numerous industry awards, demonstrates our unwavering commitment to providing the highest quality services to our clients. Our clients frequently praise us for our excellent customer service skills, and we’re proud to say that most of our growth has been driven by positive word-of-mouth recommendations from satisfied clients and industry professionals who have been impressed with our work. Furthermore, we’ve been a trusted financial planning firm for decades, standing the test of time through our unwavering dedication to ethical and responsible business practices. Let us put our expertise and experience to work for you and help you achieve your financial goals. Are our services suitable for you? Take control of your financial future today with Bob Little & Co Ltd. Whether you’re planning for retirement or need advice on complex financial matters such as investments, pensions, mortgages, or insurance, we’re here to help. Our team of expert advisers provides a free, confidential, and no-obligation initial consultation to help you determine if our services are right for you. We pride ourselves on delivering personalised advice that’s tailored to your unique financial goals and circumstances. At Bob Little & Co Ltd, we understand that financial planning is an ongoing process. That’s why we offer optional ongoing financial reviews to ensure that your plan remains up-to-date and aligned with your evolving needs. We’re based in the North East, but we serve clients throughout the UK. If you live outside our local area, don’t hesitate to get in touch. We’ll work with you to find the best way to provide the expert financial advice you need, no matter where you are. What our clients say View All Testimonials “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 Awards & Accreditations Subscribe for news updates Company Details Bob Little & Co Chartered Financial Planners is a trading style of Bob Little & Co Ltd which is authorised and regulated by the Financial Conduct Authority (reference number 439777) Bob Little & Co Prospect House, Troisdorf Way Kirkleatham Business Park Redcar, TS10 5RX Tel: 01642 477 758 Registered in England: 5032388 Registered Office: 29 Howard Street, North Shields, NE30 1AR NavigationAbout Us Services Ethics Blog Contact Us Privacy Policy Copyright © 2025. All rights reserved. Website by Yellow Box Marketing. Our company does not provide advice on transfers out of defined benefit pension schemes or the sale or purchase of individual company shares. This website does not provide advice. If you would like to receive advice, please book a meeting with one of our advisers. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. 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Talk to an expert today. Call us on 01642 477 758. Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us Review My SavingsSaving For RetirementInheritance Tax PlanningTransferring From Another AdviserPlanning For My FutureAdvice on Divorce/DissolutionRetiring SoonAdvice For Business OwnersMortgages & InsuranceIncome Protection InsuranceLife Insurance And Critical Illness CoverLifetime Mortgages Contact Us Get in touch to arrange a free, confidential, no-obligation meeting with one of our advisers so you can see if our services are right for you. You can book an appointment by phone or email or you can request a call back from one of our advisers. Make An Enquiry Your Name * Your Email * Your Phone Number * Your Message * By pressing Submit Enquiry below, I agree to the Privacy Policy. Δdocument.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Awards & Accreditations Subscribe for news updates Company Details Bob Little & Co Chartered Financial Planners is a trading style of Bob Little & Co Ltd which is authorised and regulated by the Financial Conduct Authority (reference number 439777) Bob Little & Co Prospect House, Troisdorf Way Kirkleatham Business Park Redcar, TS10 5RX Tel: 01642 477 758 Registered in England: 5032388 Registered Office: 29 Howard Street, North Shields, NE30 1AR NavigationAbout Us Services Ethics Blog Contact Us Privacy Policy Copyright © 2025. All rights reserved. Website by Yellow Box Marketing. Our company does not provide advice on transfers out of defined benefit pension schemes or the sale or purchase of individual company shares. This website does not provide advice. If you would like to receive advice, please book a meeting with one of our advisers. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. Menu Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/bob-little-co-theme\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} jQuery('#navigationDesktop .nav-item > .nav-link').on('mouseenter', function() { var id = jQuery(this).data('megamenu'); jQuery('.megamenu.show').hide().removeClass('hide'); jQuery('#' + id).show().addClass('show'); }); jQuery('.megamenu').on('mouseleave', function() { jQuery(this).hide().removeClass('show'); }); wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); var wpcf7 = {"api":{"root":"https:\/\/boblittle.co.uk\/wp-json\/","namespace":"contact-form-7\/v1"}}; ( function( domain, translations ) { var localeData = translations.locale_data[ domain ] || translations.locale_data.messages; localeData[""].domain = domain; wp.i18n.setLocaleData( localeData, domain ); } )( "contact-form-7", {"translation-revision-date":"2024-05-21 11:58:24+0000","generator":"GlotPress\/4.0.1","domain":"messages","locale_data":{"messages":{"":{"domain":"messages","plural-forms":"nplurals=2; plural=n != 1;","lang":"en_GB"},"Error:":["Error:"]}},"comment":{"reference":"includes\/js\/index.js"}} );

Talk to an expert today. Call us on 01642 477 758. Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us Review My SavingsSaving For RetirementInheritance Tax PlanningTransferring From Another AdviserPlanning For My FutureAdvice on Divorce/DissolutionRetiring SoonAdvice For Business OwnersMortgages & InsuranceIncome Protection InsuranceLife Insurance And Critical Illness CoverLifetime Mortgages Contact Us Get in touch to arrange a free, confidential, no-obligation meeting with one of our advisers so you can see if our services are right for you. You can book an appointment by phone or email or you can request a call back from one of our advisers. Make An Enquiry Your Name * Your Email * Your Phone Number * Your Message * By pressing Submit Enquiry below, I agree to the Privacy Policy. Δdocument.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Awards & Accreditations Subscribe for news updates Company Details Bob Little & Co Chartered Financial Planners is a trading style of Bob Little & Co Ltd which is authorised and regulated by the Financial Conduct Authority (reference number 439777) Bob Little & Co Prospect House, Troisdorf Way Kirkleatham Business Park Redcar, TS10 5RX Tel: 01642 477 758 Registered in England: 5032388 Registered Office: 29 Howard Street, North Shields, NE30 1AR NavigationAbout Us Services Ethics Blog Contact Us Privacy Policy Copyright © 2025. All rights reserved. Website by Yellow Box Marketing. Our company does not provide advice on transfers out of defined benefit pension schemes or the sale or purchase of individual company shares. This website does not provide advice. If you would like to receive advice, please book a meeting with one of our advisers. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. Menu Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/bob-little-co-theme\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} jQuery('#navigationDesktop .nav-item > .nav-link').on('mouseenter', function() { var id = jQuery(this).data('megamenu'); jQuery('.megamenu.show').hide().removeClass('hide'); jQuery('#' + id).show().addClass('show'); }); jQuery('.megamenu').on('mouseleave', function() { jQuery(this).hide().removeClass('show'); }); wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); var wpcf7 = {"api":{"root":"https:\/\/boblittle.co.uk\/wp-json\/","namespace":"contact-form-7\/v1"}}; ( function( domain, translations ) { var localeData = translations.locale_data[ domain ] || translations.locale_data.messages; localeData[""].domain = domain; wp.i18n.setLocaleData( localeData, domain ); } )( "contact-form-7", {"translation-revision-date":"2024-05-21 11:58:24+0000","generator":"GlotPress\/4.0.1","domain":"messages","locale_data":{"messages":{"":{"domain":"messages","plural-forms":"nplurals=2; plural=n != 1;","lang":"en_GB"},"Error:":["Error:"]}},"comment":{"reference":"includes\/js\/index.js"}} );

Talk to an expert today. Call us on 01642 477 758. Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us Review My SavingsSaving For RetirementInheritance Tax PlanningTransferring From Another AdviserPlanning For My FutureAdvice on Divorce/DissolutionRetiring SoonAdvice For Business OwnersMortgages & InsuranceIncome Protection InsuranceLife Insurance And Critical Illness CoverLifetime Mortgages Our Staff Read more about our highly experienced and qualified team 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 Cockerill is a highly experienced and qualified chartered financial planner with a passion for helping his clients achieve their financial goals. With over 20 years of experience in the financial industry, Martin is a trusted and respected professional who has built a reputation for delivering exceptional service and outstanding results. As a chartered financial planner, Martin provides a wide range of services, including retirement planning, investment management, tax planning, and estate planning. He is dedicated to providing personalised service and individual attention to each and every client, and takes the time to understand their unique needs and circumstances. Martin is a firm believer in the value of holistic financial planning, and takes a comprehensive approach to developing customised financial plans that are tailored to each client’s specific goals and objectives. He has a deep understanding of the financial industry, and is always up-to-date with the latest trends and best practices in the field. Throughout his career, Martin has achieved numerous professional qualifications and has been awarded the prestigious Chartered Financial Planner designation, which is the highest level of qualification in the financial planning industry. He is also a member of the Personal Finance Society and the Chartered Insurance Institute. Martin’s commitment to excellence, his depth of experience, and his passion for helping people achieve their financial goals make him the ideal choice for anyone seeking a knowledgeable and experienced chartered financial planner. So if you are in need of financial guidance and support, contact Martin Cockerill today to discuss your needs and learn how he can help you achieve your financial objectives. Chris Donnelly - Financial Adviser DipFA CertsCII (MP&ER) Chris Donnelly is an experienced financial planner and equity release adviser who is dedicated to helping his clients achieve their financial goals. With many years of experience in the financial industry, Chris has built a reputation for delivering exceptional service and outstanding results. As a financial planner, Chris provides a wide range of services, including retirement planning, investment management, tax planning, and estate planning. He is also an equity release adviser, specialising in helping people unlock the value of their homes to support their retirement income or other financial needs. Chris is passionate about providing personalised service and individual attention to each and every client. He takes the time to understand their unique needs and circumstances, and works tirelessly to develop customised financial plans that are tailored to their specific goals and objectives. Chris has a deep understanding of the financial industry, and is always up-to-date with the latest trends and best practices in the field. He has achieved numerous professional qualifications, and is committed to continuing his education and training to ensure that he is always providing the best possible service to his clients. Throughout his career, Chris has achieved numerous accolades for his exceptional service and outstanding results. He is a trusted and respected professional who is committed to helping his clients achieve their financial goals and secure their financial future. Chris’s dedication to excellence, his depth of experience, and his passion for helping people achieve their financial goals make him the ideal choice for anyone seeking a knowledgeable and experienced financial planner and equity release adviser. So if you are in need of financial guidance and support, contact Chris Donnelly today to discuss your needs and learn how he can help you achieve your financial objectives. Matthew Grayson - Mortgage/Protection Adviser CeMAP With many years of experience in the mortgage industry, Matthew is a seasoned professional who has helped countless clients find the right mortgage to suit their needs. He has a wealth of knowledge and expertise in the field, and is known for his exceptional customer service and dedication to his clients. Matthew’s commitment to excellence has been recognised via numerous awards and accolades throughout his career. As a trusted and respected mortgage adviser, Matthew is dedicated to providing personalised service and individual attention to each and every client. He takes the time to understand your unique needs and circumstances, and works tirelessly to find the right mortgage solution for you. Whether you are a first-time homebuyer, a seasoned investor, or someone looking to refinance your current mortgage, Matthew has the knowledge and expertise to help you navigate the complex world of mortgages. He has a deep understanding of the different types of mortgages available, and can guide you through the process of finding the right one for your needs. Matthew’s reputation for excellence, his commitment to his clients, and his track record of success make him the ideal choice for anyone seeking a knowledgeable and experienced mortgage broker. So if you are in need of a mortgage, contact Matthew today to discuss your needs and learn how he can help you achieve your goals. Nicola Wright Nicola Wright is an experienced insurance administrator and office manager with a reputation for providing exceptional service and support to clients. With strong organisational skills and attention to detail, Nicola is committed to meeting the unique insurance needs of each client. She is passionate about providing personalised service and has achieved numerous professional qualifications in the industry. Nicola is Bob Little & Co’s longest serving employee with over 20 years’ experience. Jonathan Mackenzie - Senior Paraplanner Dip PFS Jonathan Mackenzie is a talented paraplanner who is dedicated to helping his clients achieve their financial goals. With many years of experience in the financial industry, Jonathan has built a reputation for delivering exceptional service and outstanding results. As a paraplanner, Jonathan plays a vital role in supporting our advisers in the development and implementation of customised financial plans for their clients. He is responsible for conducting research, analysing data, and preparing financial reports, and is committed to providing the highest level of service and support to both clients and advisers. Meet Our Support Staff Make An Enquiry 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)). Awards & Accreditations Subscribe for news updates Company Details Bob Little & Co Chartered Financial Planners is a trading style of Bob Little & Co Ltd which is authorised and regulated by the Financial Conduct Authority (reference number 439777) Bob Little & Co Prospect House, Troisdorf Way Kirkleatham Business Park Redcar, TS10 5RX Tel: 01642 477 758 Registered in England: 5032388 Registered Office: 29 Howard Street, North Shields, NE30 1AR NavigationAbout Us Services Ethics Blog Contact Us Privacy Policy Copyright © 2025. All rights reserved. Website by Yellow Box Marketing. Our company does not provide advice on transfers out of defined benefit pension schemes or the sale or purchase of individual company shares. This website does not provide advice. If you would like to receive advice, please book a meeting with one of our advisers. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. 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Talk to an expert today. Call us on 01642 477 758. Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us Review My SavingsSaving For RetirementInheritance Tax PlanningTransferring From Another AdviserPlanning For My FutureAdvice on Divorce/DissolutionRetiring SoonAdvice For Business OwnersMortgages & InsuranceIncome Protection InsuranceLife Insurance And Critical Illness CoverLifetime Mortgages A firm of Independent Financial Advisers Based in the North of England, we service clients locally and nationwide. Our company has primarily grown through word-of-mouth recommendations from many of our satisfied clients. Make An Enquiry Our History In 1985, our founder Bob Little started his career as an appointed representative for a leading financial services company, following his previous work as an engineer in the gas and chemicals industries. In 1993, he decided to venture out on his own and established our company. Unfortunately, Bob passed away in 2011 after a brief illness. Despite this, our company remains family-owned, with Bob’s son Robert Little and our dedicated staff carrying on the tradition of providing fair and ethical financial advice that helped build Bob’s reputation over the years. Thanks to our commitment to these values, we’ve continued to expand our business through referrals from satisfied clients and other professionals who appreciate our high standards of ethics and principles. Our clients come from all backgrounds and range from first-time investors to seasoned ones, as well as individuals at various stages of their careers and business owners and directors. Our experienced and highly qualified staff are always ready to assist you with your financial needs. You can learn more about our team by clicking on the link below. Our Staff Why Choose Bob Little & Co? Make An Enquiry At Bob Little & Co Ltd, we pride ourselves on being directly authorised and regulated by the Financial Conduct Authority (FCA), as evidenced by our FCA registration number (439777) on the financial services register. We’ve also earned the esteemed Chartered Financial Planners designation, which is the gold standard in our industry for professional accreditations, since 2014. This, coupled with our numerous industry awards, demonstrates our unwavering commitment to providing the highest quality services to our clients. Our clients frequently praise us for our excellent customer service skills, and we’re proud to say that most of our growth has been driven by positive word-of-mouth recommendations from satisfied clients and industry professionals who have been impressed with our work. Furthermore, we’ve been a trusted financial planning firm for decades, standing the test of time through our unwavering dedication to ethical and responsible business practices. Let us put our expertise and experience to work for you and help you achieve your financial goals. Are our services suitable for you? Take control of your financial future today with Bob Little & Co Ltd. Whether you’re planning for retirement or need advice on complex financial matters such as investments, pensions, mortgages, or insurance, we’re here to help. Our team of expert advisers provides a free, confidential, and no-obligation initial consultation to help you determine if our services are right for you. We pride ourselves on delivering personalised advice that’s tailored to your unique financial goals and circumstances. At Bob Little & Co Ltd, we understand that financial planning is an ongoing process. That’s why we offer optional ongoing financial reviews to ensure that your plan remains up-to-date and aligned with your evolving needs. We’re based in the North East, but we serve clients throughout the UK. If you live outside our local area, don’t hesitate to get in touch. We’ll work with you to find the best way to provide the expert financial advice you need, no matter where you are. What our clients say View All Testimonials “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 Awards & Accreditations Subscribe for news updates Company Details Bob Little & Co Chartered Financial Planners is a trading style of Bob Little & Co Ltd which is authorised and regulated by the Financial Conduct Authority (reference number 439777) Bob Little & Co Prospect House, Troisdorf Way Kirkleatham Business Park Redcar, TS10 5RX Tel: 01642 477 758 Registered in England: 5032388 Registered Office: 29 Howard Street, North Shields, NE30 1AR NavigationAbout Us Services Ethics Blog Contact Us Privacy Policy Copyright © 2025. All rights reserved. Website by Yellow Box Marketing. Our company does not provide advice on transfers out of defined benefit pension schemes or the sale or purchase of individual company shares. This website does not provide advice. If you would like to receive advice, please book a meeting with one of our advisers. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. 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Talk to an expert today. Call us on 01642 477 758. Home About About Us Our Staff Ethics Fees Services FAQs Blog Contact Us Review My SavingsSaving For RetirementInheritance Tax PlanningTransferring From Another AdviserPlanning For My FutureAdvice on Divorce/DissolutionRetiring SoonAdvice For Business OwnersMortgages & InsuranceIncome Protection InsuranceLife Insurance And Critical Illness CoverLifetime Mortgages Award winning, highly qualified financial advisers. Helping people retire early, improve their savings, get a better deal on their mortgage and protect their loved ones. Arrange a Free Consultation Family owned firm of independent financial advisers. If you want to plan for the future, or if you have a question about pensions, investments, mortgages, insurance or tax, we can help. Use our Retirement Planner Tool Review My Savings Saving for Retirement Inheritance Tax Planning Transferring from Another Adviser Learn More Planning My Future Advice on Divorce/Dissolution Retiring Soon Advice for Business Owners Learn More Mortgages & Insurance Income Protection Insurance Life Insurance and Critical Illness Cover Lifetime Mortgages Learn More Proud to be Chartered Financial Planners View Our Fees We’re proud to have been awarded the highly-coveted Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This designation is the gold standard for financial planning firms in the industry, and it confirms that we have met the rigorous qualification criteria by maintaining a team of highly-qualified professionals who adhere to the membership conditions of the CII. Additionally, it signifies our commitment to continuous professional development and adherence to an industry standard Code of Ethics. When you choose a Chartered firm, you’re working with proven professionals. The CII is authorised by the Privy Council to award Chartered status, and it’s only granted in deserving cases. While Chartered titles have a rich history, they continue to serve as the benchmark for professional excellence and integrity. You can trust that you’re dealing with one of the UK’s premier firms that is fully dedicated to providing you with top-notch advice, service, and support. Welcoming clients from all walks of life. 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 financial services register. We have been Chartered Financial Planners (our industry’s gold standard in terms of professional accreditations) since 2014. We have won and been shortlisted for numerous industry awards in recent years. Learn More Latest news & updates View All Articles 01 Budget 2024 Summary 02 October Budget: business owner pension contributions 03 How broad are your shoulders? Awards & Accreditations Subscribe for news updates Company Details Bob Little & Co Chartered Financial Planners is a trading style of Bob Little & Co Ltd which is authorised and regulated by the Financial Conduct Authority (reference number 439777) Bob Little & Co Prospect House, Troisdorf Way Kirkleatham Business Park Redcar, TS10 5RX Tel: 01642 477 758 Registered in England: 5032388 Registered Office: 29 Howard Street, North Shields, NE30 1AR NavigationAbout Us Services Ethics Blog Contact Us Privacy Policy Copyright © 2025. All rights reserved. Website by Yellow Box Marketing. Our company does not provide advice on transfers out of defined benefit pension schemes or the sale or purchase of individual company shares. This website does not provide advice. If you would like to receive advice, please book a meeting with one of our advisers. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. 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