Chartered Insurance Institute
Head of Wealth Management
Joining Brown Shipley in 2014, Roger advises in all areas of wealth planning, including risk management, investment, retirement solutions and estate planning. He has particular experience advising families, helping with the protection of their wealth and how to pass it tax efficiently to the next generation. Roger is a Chartered Tax Adviser, both a Chartered and Certified Financial Planner and Fellow of the Chartered Institute for Securities & Investment.