Roger joined Timothy James & Partners in 2019 with over 20 years experience as a financial adviser.
He deals with a wide variety of clients, across industries and backgrounds. He specialises in investment and retirement planning, but advises across all areas of financial planning.
Roger strongly believes in the value of a long-term financial planning relationship with his clients, based on trust and integrity. He relishes the ability to offer a truly ‘best in market’ approach and being able to spend as much time with each client as they need to help them fulfil their financial goals.
Roger chose to work with TJP as the firm’s values are directly aligned to his own. He feels the ability to provide Independent Advice is critical to enable him to deliver best in class solutions for his clients.
He holds the Diploma in Financial Planning and is a member of the Chartered Institute of Securities and Investments.