Bob's Qualifications

  • DipPFS

Pension Transfer Specialist

What is a Pension Transfer Specialist?

A Pension Transfer Specialist is a Financial Adviser or Financial Planner who has gained additional, higher-level qualifications to provide advice on defined benefit and final salary pension transfers.

I’ve been working in financial services for more than 50 years and have been with Pavis since 1993.

In my day-to-day role, I provide advice to our clients, using my wealth of knowledge and experience to help find the best solutions for them. My specialities include resolving complicated financial solutions for individuals and companies alike.

The important stuff


Get to know Bob

What do you enjoy most about your job?

Getting a good outcome for my clients.
Where in the world can you not wait to get back to again?

Zell am See, Austria in the winter.
Where in the world have you never been but hope to get to visit one day?

Midwest of the USA, I’m fortunate enough to have already done the East and West coast.
What’s the most important thing you’ve learned doing your job?

A good joke. Meeting old friends. Finding the best solutions for my clients.
Tell us something people may be surprised to learn about you.

I cannot stand tapioca pudding.
What three things are guaranteed to put a smile on your face?

A good joke. Meeting old friends. Finding the best solutions for my clients.

Get in touch


Contact us below to join us for tea and biscuits with one of our friendly financial planners