Bobby Bhuiyan is an expert financial adviser based in North London.
About Bobby Bhuiyan
I offer clients holistic financial planning advice, and my expertise includes investment, retirement, Inheritance Tax and lifetime estate planning.
Education
I started my Financial Services career having graduated from the prestigious University of Dundee in 2003/2005 with Bfin (hons) and Masters (Res).
Career
In 2006, I worked for the USA Stock Brokerage and Financial Advisory group ‘Edward Jones’ where I undertook ‘world renowned’ training, in Canary Wharf London (Edward Jones recognised in the USA for outstanding Business training).
Over the past 15 years, I have continued to provide holistic financial advice to my clients ensuring investment solutions are tailored to their individual requirements.
In doing so, I use a number of key principles: Discretion, competence, high delivery of service and a high-quality duty of care for every client. I certainly enjoy making a difference to my clients and am very optimistic in doing so.
Qualifications
I am certified in the Chartered Insurance Institute’s (CII’s) Diploma in Financial Planning, which specialises in retirement, investment and Estate/ Inheritance tax planning and have recently been working towards becoming Chartered Financial Planner, which I will complete this year.
Proposition
Retirement Planning
I assist clients in building up funds for their retirement tax efficiently, helping to maximise income potential from accumulated funds. Where a drawdown pension is preferred, management of the investment portfolio is vital to ensure pension fund longevity.
Investment Management
I offer services in both Portfolio Monitoring and Portfolio Construction. My philosophy is to construct portfolios that are resilient and robust for my clients that are designed to create long-term returns which they require, while exposing their funds to the least possible risk.
Estate Planning
My estate planning work with clients generally delivers three key benefits: Inheritance Tax Mitigation, Bloodline Protection and Estate Simplification.
Tax Planning
I structure my clients’ affairs in the most tax efficient way, working with them on an ongoing basis to ensure tax is kept to a minimum each year.
Mapping out your financial journey
Six Stage Financial Planning Process
I have carefully designed a six-stage financial planning process which has been developed to create very clear, defined and easy to understand stages that focus on aligning your life aspirations with your financial investments. I will work closely with you to gather all the necessary information needed to ensure that a bespoke tailored financial plan is developed for you, and maintains regular communication with you throughout your journey with me.
Step 1
Your Goals & Aspirations
This initial stage is where I find out about you, and take the time to listen to find out about your personal, family, and business aspirations and any concerns you may have. During this meeting, I aim to uncover your specific financial planning objectives. I will ask some thought provoking questions in order to get you to think about what’s really important to you.
Step 2
Your Information
At this second stage, I will collect all relevant personal and financial data to enable me to establish your perceived risks and for him to build your risk profile.
Step 3
Analysis
At this stage, I will conduct a thorough analysis of your existing financial arrangements, with the intention of making concise recommendations on the type of investment products that will best cater for your needs to ensure that you achieve your financial and lifestyle objectives.
Step 4
Design Your Strategy
Having completed the preparatory work, this stage will be to prepare a comprehensive personal financial plan which will involve building a model to show you how your financial future will look both now and following our recommendations. I will then set out different financial strategies for you which can be used to get you to where you would like to be.
Step 5
Implementation
This stage is for us to both agree the financial plan in order to implement the strategy to help you achieve your objectives over a given period of time.
Step 6
Regular Reviews
If you are happy and agree, meetings will be held on an ongoing basis to assess your strategy to ensure that you remain on track and to implement the next steps within your plan. I will review your circumstances as often as necessary to ensure that you achieve your objectives as well as providing you with thought provoking-financial commentary and updates throughout the year.
Services
Are you too busy to look after your own financial affairs?
Has another year passed without you making in-roads into sorting out your finances?
Still struggling with long hours and looking after someone else’s business as an employee?
Are you a business owner with no time to focus on your own finances and too busy with the day-to-day running of your business?
Are you losing sleep over lost opportunities everyone else has taken on?
Good News!
You are not the only one…
You’re almost there! Wouldn’t it be amazing to get all your problems off your chest and take back complete control with a financial plan? People come to me because of my reputation for giving honest, trusted financial advice.
That advice typically covers these areas:
Tax efficient investment planning
Bridging/Mortgages/Secured loans
Trust planning
Life Insurance
The backgrounds and sectors my clients come from vary. No matter who you are, financial planning can be complicated if it is not your speciality.
These are some of the people I have helped to address the seemingly overwhelming complexity of financial planning:
- CEOs and senior executives
- Business owners
- Property Developers
- Professional athletes
- Retired individuals
My clients sleep better at night now that my expertise has become their resource.
Contact
Ready to begin planning your financial journey?
Please don’t hesitate to contact me to arrange a consultation on your financial planning requirements. I am based in North London: Highgate & Crouch End (N6/N8)
Office
Salesforce Tower
110 Bishopsgate
London
EC2N 4AD