Financial Advice

Bob has been in the financial services industry since 1984 addressing the needs of his clients. He has a very positive attitude and his ethos is about building long-term client relationships. Bob is proud to have built up a wide range of clients from different walks of life and wealth, from domestic to corporate clients.

Bob works within an Independent Financial Planning practice of highly qualified and experienced individuals with extensive market knowledge. He specialises in Mortgage & Protection business.


Be sure to obtain independent advice when making one of the biggest financial commitments of your life. Over the past few years, the way in which lenders assess mortgage applications has changed dramatically and acquiring the right mortgage is not as straightforward as people think. Bob will ensure you obtain the right independent advice for you to secure the most appropriate mortgage for your circumstances.

Below are just a few types of mortgages Bob has helped clients to obtain:
Main Residence, Remortgages, First Time Buyers, Buy to Let, Self-Build Homes, New Build Homes, Further Advances, Shared Ownership, Holiday Homes, and Second Homes to name but a few.


Most people realise that they need to protect a mortgage but many neglect to protect themselves and their loved ones against unforeseen circumstances such as death, loss of income or diagnosis of a critical illness. Whilst it is never a subject we like to discuss, and one we often ignore for this reason, it is a necessary one. Bob can help advise you on the level and type of cover you need whilst working within your budget. Since being in the industry, Bob has had several clients who found themselves in a position where they needed to claim under their critical illness plan. All claims were paid in full.

Corporate Protection

If you are a business owner, Bob can provide bespoke advice to help mitigate against unforeseen circumstances.

Investments and Retirement Planning

Whilst, Bob specialises in Mortgage & Protection planning, he works within a Financial Planning Practice and can introduce you to a Pennymatters Independent Financial Adviser who specialise in these areas.

Will writing and Estate Planning

Bob can introduce you to a qualified Will Writer.

Hobbies and Other Interests

Bob has been a keen photographer since he was at school and photographed his first wedding when he was just aged 17. This got him hooked and led him to start his own photography and Video business. Some of his wedding couples are now clients of his and vice versa. Two of the best jobs to have!

If you would like an initial consultation, with no obligation and at our cost, please call Bob on 07973 621506 or contact

Reviews and Ratings for Financial adviser Bob Lalli, Reading
James Storey

For more information,
please contact:

Bob Lalli
T: 01344 577878
M: 07973 621506


Bob Lalli
Tel:01344 577878
Mobile:07973 621506

Head Office

Pennymatters Ltd
Building 329, Doncastle Road
Bracknell, Berkshire, RG12 8PE
Tel: 01344 988390

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Your home may be repossessed if you do not keep up repayments on you mortgage. Will writing is not regulated by the Financial Conduct Authority.

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