Financial Services Assistant
Roger has a wealth of experience in the financial services industry.
He worked at NatWest for almost three decades, first in the trustee department and later in regulated sales. For the past 25 years, he has worked at Barwells Solicitors and Barwells Wealth as an independent financial adviser.
Roger specialises in investments, trusts, and pensions. He mainly deals with high net worth clients.
Roger enjoys music and cricket. In his spare time, you’ll find Roger walking or cycling.
The location, our clients, and my colleagues.
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.See all client stories
would recommend us to their friends, family or colleagues
of clients believe that working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner
It’s our mission to always leave you in a better-informed position than you were when you came to us. That’s why you’ll find lots of useful information and helpful tips in our regularly updated blog posts.