Business Details
33 Years
experience
Trusted Chartered Financial Advisers in Redcar
Established in 1993, our firm continues a legacy of ethical financial advice that began in 1985 with founder Bob Little. As a family-owned business, we maintain the principles of integrity and client-focused service that built our reputation. Directly authorised by the Financial Conduct Authority (FCA) since 2007, we hold the prestigious Chartered Financial Planners designation from the Chartered Insurance Institute since 2014. Our team of award-winning advisers specialises in retirement planning, inheritance tax strategies, and protection solutions, serving clients locally in the North East and nationwide. With decades of combined experience, we deliver tailored financial strategies through regular client reviews and ongoing support.Our commitment to excellence has earned us industry recognition and sustained growth through client referrals. We prioritise transparency in all dealings, offering free initial consultations to ensure our services align with individual client needs. Our expertise spans pensions, investments, mortgages, and tax planning, with a particular focus on helping clients achieve long-term financial security. The firm remains dedicated to continuous professional development, maintaining the highest standards of conduct and technical proficiency.
Services
Retirement Planning
Inheritance Tax Planning
Transferring Advisers
Divorce Advice
Business Owner Advice
Income Protection
Life Insurance
Lifetime Mortgages
Details
- Year established: 1993
Highlights and features
- FCA-regulated firm with authorisation number 439777
- Chartered Financial Planners since 2014 - industry gold standard
- Award-winning team with decades of combined experience
- Family-owned business operating since 1993
- Client referrals drive 80% of our business growth
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority
What people say
Best interests at heart
Genuine person
Good financial management
Helped our children
Longtime team members
Services
Retirement Planning
We help clients create comprehensive retirement strategies tailored to their individual circumstances. Our specialists focus on tax-efficient savings, pension consolidation, and sustainable income planning. With ongoing reviews, we ensure your retirement plan adapts to changing needs and market conditions.
Inheritance Tax Planning
Our experts develop strategies to minimise inheritance tax liabilities while aligning with your wealth transfer goals. Services include trust structures, gifting strategies, and lifetime exemptions optimisation. We ensure compliance with current tax regulations while protecting family assets.
Lifetime Mortgages
We provide specialist advice on releasing equity from property while maintaining financial security. Our solutions consider long-term care needs, family inheritance, and interest payment options. We explain all risks and alternatives before recommending this approach.
Income Protection
We design protection plans to safeguard earnings against illness or injury. Our advisers compare policies across providers to find appropriate coverage levels and deferred periods. We ensure terms match your employment circumstances and financial commitments.
Life Insurance
Our protection specialists help clients secure financial safety nets for loved ones. We offer term life, whole of life, and critical illness cover options. Policies are tailored to family needs, mortgage requirements, and long-term financial obligations.
People
Bob Little
Founder
Established the firm in 1993 after starting his financial services career in 1985. Previously worked in engineering before transitioning to financial advice. Built the business on principles of ethical practice and client care.
Robert Little
Director
Continues family legacy following father Bob's passing in 2011. Maintains the firm's commitment to ethical financial planning while expanding services. Leads team with focus on client relationships and professional standards.
Questions
What financial services do you specialise in?
We specialise in retirement planning, inheritance tax strategies, lifetime mortgages, income protection, and business owner financial solutions. Our Chartered status recognises our expertise in these core areas.
Are you regulated by the Financial Conduct Authority?
Yes, we are directly authorised and regulated by the FCA with reference number 439777. You can verify this on the Financial Services Register.
How do you charge for your financial advice?
We offer a free initial consultation. Our fees vary by service type and are fully explained before any work begins, with options for one-off or ongoing advisory services.
Can you help clients outside the North East?
Yes, while based in Redcar, we serve clients nationwide through virtual meetings and remote advisory services, maintaining the same high standards of service.
What makes your firm different from other advisers?
Our Chartered status, FCA regulation, and family-owned structure combine with decades of local knowledge and a commitment to ethical financial planning that prioritises client needs.
Reviews (2)
Michael McGeary
Jan 04, 2022
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I usually like to do my own research when it comes to buying financial products, but saw that Bob Little & Co say they can access broker-only mortgages and other deals that arent available to the general public. I decided to give them a try and was delighted with the service from mortgages and protection specialist Matthew Grayson. He not only found a re-mortgage deal that comfortably beat the best I could find, but made the whole process so straightforward, keeping in touch to let me know what was happening and even contacting the lawyers directly to help speed matters up. I cant recommend
Suresh Suresh
Oct 03, 2021
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