DIRECTOR & SHAREHOLDER PRIVATE WEALTH ADVISERS
36 years’ experience in the financial services and trust industry has enabled Roger to develop a proven strategy: Advice first backed up with appropriate investment solutions, tailored to each client’s personal circumstances. “You won’t find any corporate manufactured, prescriptive portfolios, stacked full of “in-house” product around here.” Because each client’s needs are unique, we work very hard to tailor each portfolio to meet those needs. Capital preservation is the number one goal, then we develop appropriate strategies from there. Roger’s clients are typically family trusts, high net worth individuals, charitable organisations and other entities. As an authorised financial adviser, Roger can offer the following services:
Individually tailored investment portfolios
Advice on structuring your investments for tax efficiency
Advice on wealth creation and cashflow management issues
Advice on investment planning and strategies to help you achieve your financial goals
Roger enjoys mountain biking, gardening and music.