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

Bob Little & Co Chartered Financial Planners

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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.

23/10/2026

This little guy came to see us today for some much needed financial advice. Our investment advisers assure us he’ll have enough dog treats to keep him going for the foreseeable!

06/09/2026

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.

05/09/2026

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

04/09/2026

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.

03/09/2026

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. Call us 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.

02/09/2026

Are you seeking expert guidance to manage your finances effectively? Rely on our team of seasoned professionals to assist you in achieving your financial objectives. Our advisers are highly qualified, possessing extensive experience in the financial industry, and are prepared to share their comprehensive knowledge and insights with you. This ensures that you make well-informed decisions for a secure financial future. Do not leave your financial well-being to chance; allow our experienced team to guide you through every step of the process. Contact us today to embark on your journey towards financial success. You can reach us at 01642 477758 or visit our website at 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.

01/09/2026

Do these 5 things with your personal adviser, and you’ll be wildly successful. 🌟

Having a go-to expert makes all the difference. No more being bounced around! 🔄

Ready for a chat? Contact us at 01642 477 758 or visit https://boblittle.co.uk/ ✨

31/08/2026

Does your “financial plan” feel like a product list?

We see it a lot: options chosen without the decisions made for your life right now. At Bob Little & Co, we start with your goals, cashflow, risk comfort, and timelines—so the advice you get can actually support what matters to you.

Contact us to book a tailored review.
Visit our website: boblittle.co.uk
Call us 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.

30/08/2026

29/08/2026

Inheritance tax can feel like a maze 🌀 but understanding the basics helps you plan smarter.

Key Terms & Thresholds:
• Nil-rate band: £325,000 tax-free
• Residence nil-rate band: Additional £175,000
• Tax rate: 40% on amounts above thresholds

Simple Tips:
1️⃣ Use your annual gift allowances
2️⃣ Set up trusts
3️⃣ Review your will regularly

Planning ahead means more control over your legacy—let’s talk strategy.

Call us on 01642 477758 to get started.

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

https://www.boblittle.co.uk/

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