Bob Symons

Bob Symons is a Private Wealth Director with over 30 years of experience advising high-net-worth individuals and globally mobile clients. A Chartered MSCI and Diploma Member of the CII and PFS, Bob specialises in portfolio management, inheritance tax, and pension advice. He holds a Level 4 Diploma in Financial Planning and EFPA European Financial Adviser certification, among other accolades. With a career spanning UK and UAE markets, Bob offers tailored strategies for wealth accumulation, management, and tax efficiency. As a trusted adviser and writer, he shares practical insights to guide clients toward achieving their financial goals.