0203 551 0160
Based in Fleet-Street
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: January, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rohan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rohan's status
Last checked: 17 March 2025
Rohan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rohan's status
6
Recent Client Reviews
Rohan has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rohan has received 6 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: 17 January 2025
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
Rohan has not yet added their qualifications to their profile
Qualifications not yet added
Rohan has not yet added their qualifications to their profile
Transparent Fees
Rohan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rohan has provided information on their typical fees
Rohan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
32
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rohan (based on 32 first impressions)
100% of users who are not yet clients had a positive first experience with Rohan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rohan (based on 32 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rohan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rohan's status
Last checked: 17 March 2025
Rohan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rohan's status
6
Recent Client Reviews
Rohan has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rohan has received 6 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: 17 January 2025
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
Rohan has not yet added their qualifications to their profile
Qualifications not yet added
Rohan has not yet added their qualifications to their profile
Transparent Fees
Rohan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rohan has provided information on their typical fees
Rohan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
32
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rohan (based on 32 first impressions)
100% of users who are not yet clients had a positive first experience with Rohan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rohan (based on 32 first impressions)
My aim is to educate and support my clients to provide complete clarity over their finances. An essential stage of formulating an effective strategy is gaining an extensive understanding of my clients motivations and objectives so that we can make decisions with confidence. I am a firm believer in the fact that lifetime cashflow forecasting should lay the bedrock of any successful financial plan. The ability to apply stress tests to a number of different scenarios and financial decisions can help us plan for whatever tomorrow holds. I am passionate about creating a fully bespoke and transparent service that is built around trust and compassion. I work in partnership with my colleagues at The Private Office to continually deliver an exceptional level of service, which allows me to always be a port of call for my clients, especially during times of concern. Outside of work, I am a keen (fair weather) golfer and regularly compete at my local course. When I’m not on the golf course, you can find me with my family and friends, or ‘trying’ to play the guitar! How can I help you? 1. Retirement Planning 2. Investment Advice 3. Estate and Succession Planning
Offers available through VouchedFor
Contact Rohan 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 Rohan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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