0330 038 8941
Based in Settle
View locationChecks carried out by VouchedFor
FCA Regulated
Roger and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 June 2025
Roger and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Roger has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Roger has received 1 client review 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: 27 August 2024
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.
2
Qualifications Uploaded
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Roger has provided information on their typical fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Roger
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Roger and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 June 2025
Roger and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Roger has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Roger has received 1 client review 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: 27 August 2024
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.
2
Qualifications Uploaded
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Roger has provided information on their typical fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Roger
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 11 first impressions)
Chartered, Independent, Client focussed, local Financial Planner After completing a degree in economic and social history at the University of Leicester in 1985 I enjoyed a successful career both with his family business and thereafter in retail before entering the financial services industry. I am a committed and enthusiastic adviser with a diligent and conscientious work ethic. I have built my business on having a good understanding of the issues faced by clients and an empathetic ”nothing is too much trouble approach” I am a Chartered Financial Planner specialising in advice for owner managed businesses and private clients. I hope to demonstrate my commitment to attaining the highest possible levels of both qualification and customer service. My clients appreciate my friendly, practical & down to earth approach to financial planning and appreciate the time and effort I put in to understand and explain the issues and solutions.
Offers available through VouchedFor
Contact Roger through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for 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).
About Roger's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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