Bob Little & Co Chartered Financial Planners

Bob Little & Co Chartered Financial Planners Bob Little & Co is a Chartered Financial Planners firm based in the North of England. We also provide advice to businesses.

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 (439777) We offer advice on Savings and Investments, Pensions, Insurances and Mortgages. Our status as an Independent Financial Adviser means we have access to all products and providers available in the intermediary marketplace. When you come

to us, you can be sure you are getting the right advice for you, rather than simply getting the best product available from a small selection of providers. We are confident that almost everyone will require financial advice at some point in their lives, so we offer a free, confidential, no-obligation initial consultation with one of our advisers to let you see if our services are right for you. We are happy to meet you at our offices in Redcar, at another location of your choosing (for example, your home) or we can provide advice over the phone.

Are you staring at “invest” and thinking you’re just guessing?We see this a lot: people move forward before they’re clea...
28/08/2026

Are you staring at “invest” and thinking you’re just guessing?

We see this a lot: people move forward before they’re clear on goals, timescale, and how much risk they can realistically handle.

Our fee-free initial consultation helps you get your bearings first, so any next steps are based on your personal circumstances.

Call 01642 477758

The value of investments can fall as well as rise and you may get back less than you invest.



27/08/2026

It all starts with a well-thought-out plan, and our dedicated team of expert advisers is here to guide you every step of the way. We are committed to ensuring that you achieve the retirement you've always dreamed of, filled with relaxation, adventure, and financial security. With strategies tailored to your unique needs and goals, we will work closely with you to navigate the complexities of retirement planning. Let us help you turn your dreams into reality, so you can enjoy the peace of mind and fulfillment you deserve in your golden years.



Past performance is not a reliable indicator of future results or performance. The value of investments can fall as well as rise, capital is at risk, and you may get back less than you invested.

“I thought you’d just recommend the same investment as everyone else…”We hear that after a first review, and it’s exactl...
26/08/2026

“I thought you’d just recommend the same investment as everyone else…”

We hear that after a first review, and it’s exactly why we don’t start with products. We start with your goals, cashflow, and risk comfort- then we build options around what your life needs today.

That’s how advice stays truly client-centric as circumstances change.

Call 01642 477758 or visit boblittle.co.uk.

FCA-authorised firm.



Past performance is not a reliable indicator of future results or performance. The value of investments can fall as well as rise, capital is at risk, and you may get back less than you invested.

Concerned about your financial future? For over 30 years, we've assisted the residents of Redcar & Teesside and their fa...
25/08/2026

Concerned about your financial future? For over 30 years, we've assisted the residents of Redcar & Teesside and their families in securing the best possible financial position.

Trust the experts.

Contact us on 01642 477758 or www.boblittle.co.uk



Past performance is not a reliable indicator of future results or performance. The value of investments can fall as well as rise, capital is at risk, and you may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

“I’ve paid in for years - so it must be covered.”We hear this a lot. And it’s usually where people get caught: policies ...
24/08/2026

“I’ve paid in for years - so it must be covered.”

We hear this a lot. And it’s usually where people get caught: policies that quietly stop matching real life.

Here are 5 common insurance misconceptions we see:

“I’ll sort it later.”
“Nothing’s changed, so my cover won’t either.”
Marriage, a new mortgage, or new dependants don’t just change your budget - they change what you need insured.

“My existing policy automatically keeps up.”
That’s the underinsuring trap: staying on the same wording while your circumstances move.

“The claims process will tell me what’s missing.”
By then, it’s too late.

The practical fix: review your insurance at least once a year with an FCA-authorised adviser, especially after big life events.

Call us on 01642 477758
Visit boblittle.co.uk



Most people are underinsured. Here's why:We created a clear breakdown of 5 essential policies everyone should consider...
23/08/2026

Most people are underinsured. Here's why:

We created a clear breakdown of 5 essential policies everyone should consider:

1. Life insurance
Protects your family's future

2. Home insurance
Safeguards your biggest asset

3. Car insurance
Required by law, protects on the road

4. Income protection
Covers you if you can't work

5. Critical illness cover
Financial support during health challenges

Each policy serves different needs. The right coverage depends on your personal circumstances.

Which policies do you currently have in place?

Call us on 01642 477758 for a personalised review.



Bob Little & Co Ltd is an award-winning firm of Independent Financial Advisers servicing clients here North of England a...
22/08/2026

Bob Little & Co Ltd is an award-winning firm of Independent Financial Advisers servicing clients here North of England and nationwide. Our company has primarily grown through word-of-mouth recommendations from many of our satisfied clients www.boblittle.co.uk



Past performance is not a reliable indicator of future results or performance. The value of investments can fall as well as rise, capital is at risk, and you may get back less than you invested.

How Much Should You Save for Retirement? Guidelines for planning. 1. Assess your needs 2. Set goals 3. Review regular...
21/08/2026

How Much Should You Save for Retirement? Guidelines for planning.

1. Assess your needs
2. Set goals
3. Review regularly.

What else would you add? 💼📈

Call Bob Little & Co today on 01642 477758




Past performance is not a reliable indicator of future results or performance. The value of investments can fall as well as rise, capital is at risk, and you may get back less than you invested.

Choosing the right tax-free account matters more than you think.Here's how different ISAs stack up:💰 CASH ISA• Tax-free ...
20/08/2026

Choosing the right tax-free account matters more than you think.

Here's how different ISAs stack up:

💰 CASH ISA
• Tax-free interest on savings
• No capital gains tax
• £20k annual allowance (Reducing to £12k April 27)
• Best for: Emergency funds, short-term goals

📈 STOCKS & SHARES ISA
• Tax-free dividends & growth
• £20k annual allowance
• Investment flexibility
• Best for: Long-term wealth building

💡 LIFETIME ISA
• 25% government bonus (up to £1k/year)
• Must be for first home or retirement
• £4k annual limit
• Best for: First-time buyers, retirement savings

The right ISA depends on your goals, timeline, and risk tolerance. Mixing accounts can optimize your tax-free allowance.

Which ISA strategy fits your financial plan?

Learn more about tax-efficient investing at boblittle.co.uk



3 ways inflation impacts your investments:1. Erodes purchasing power 2. Affects interest rates 3. Alters market dynami...
19/08/2026

3 ways inflation impacts your investments:

1. Erodes purchasing power

2. Affects interest rates

3. Alters market dynamics.

I'm convinced understanding this is crucial for financial health.


Past performance is not a reliable indicator of future results or performance. The value of investments can fall as well as rise, capital is at risk, and you may get back less than you invested.

Address

Prospect House, Troisdorf Way, Kirkleatham Business Park
Redcar
TS105RX

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Website

Alerts

Be the first to know and let us send you an email when Bob Little & Co Chartered Financial Planners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bob Little & Co Chartered Financial Planners:

Shortcuts

Share

Category