0330 038 8940
Based in Lewes
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
Last checked: 28 April 2025
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
18
Recent Client Reviews
Roger has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Roger has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 June 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Roger has not yet added their qualifications to their profile
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Roger has not yet added their qualifications to their profile
Transparent Fees
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Roger has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
Last checked: 28 April 2025
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
18
Recent Client Reviews
Roger has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Roger has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 June 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Roger has not yet added their qualifications to their profile
Qualifications not yet added
Roger has not yet added their qualifications to their profile
Transparent Fees
Roger has not yet added their fees to their profile
Fees not yet added
Roger has not yet added their fees to their profile
Hi, I’m Roger. I am an independent financial adviser at Barwells and have worked in the financial services sector for more than 50 years. I specialise in a range of areas, including investments, trusts and pensions. My qualifications include an Advanced Financial Planning Certificate and CF8 from the Chartered Insurance Institute. Outside of work, I enjoy walking, cycling, and cricket. I also love music, especially heavy metal, and in my spare time, I like to explore National Trust properties or the South Downs National Park. What is Barwells? Barwells Wealth is based in Glynde, East Sussex, and we have been providing bespoke financial advice to our clients since 1998. We believe that great financial advice is at the core of building a more certain financial future for our clients. Our team of highly qualified financial advisers will work with you to deliver a tailored solution for your needs, providing you with the comfort, clarity and peace of mind that comes with knowing your financial future is secure. The advice we provide is completely impartial, and we are renowned for offering excellent independent financial advice in a professional, friendly manner. Our advisers are members of the Personal Finance Society and, as such, must comply with a strict code of ethics and professional conduct. We are committed to providing the highest standards of financial advice and maintaining a long-term relationship with our clients. To this end, we are fully independent and are not restricted to providing advice on a limited number of products or services. We provide a choice of fee arrangements aligned with your requirements and circumstances, and we also offer a free initial consultation to give you the opportunity to decide if our service fits your needs. Get in touch today and learn how our friendly experts can help you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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