0330 038 8939
Based in Pulborough
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: November, 2018
4.8 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: 08 April 2025
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
7
Recent Client Reviews
Roger has received 7 client reviews in the past 12 months; 88% of these have been verified
Verified reviews: 88%
Roger has received 7 client reviews in the past 12 months; 88% 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: 11 December 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.
4
Qualifications Uploaded
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
95
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 95 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 95 first impressions)
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: 08 April 2025
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
7
Recent Client Reviews
Roger has received 7 client reviews in the past 12 months; 88% of these have been verified
Verified reviews: 88%
Roger has received 7 client reviews in the past 12 months; 88% 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: 11 December 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.
4
Qualifications Uploaded
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
95
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 95 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 95 first impressions)
I have more than 25 years’ experience in the financial services industry, being a founding Director of PQR Financial Planning Limited, now part of The Private Office, and having worked at Bowring Financial Services (now Marsh) and Thomsons (now part of Chase de Vere). I hold the Diploma in Financial Planning from The Chartered Insurance Institute and provide holistic planning advice to my clients. I live with my wife and daughter (and various animals) in West Sussex and in my spare time enjoy golf, tennis and playing the bassoon in a local orchestra.
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
Household income
Savings
Clients' level of financial expertise
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