Overview:
Roger is a specialist in will planning, business succession planning, and divorce planning, dedicated to helping individuals, families, and business owners protect their wealth and secure their legacy. With years of experience in financial advisory and estate planning, he believes that proper planning is one of the greatest gifts people can leave for their loved ones. His approach combines practical financial strategies with compassionate guidance, ensuring clients are prepared for life’s expected and unexpected transitions.
Industry:
Financial Advisory | Estate Planning | Will Planning | Business Succession | Wealth Management
Professional Experience:
Roger has built his career helping clients navigate complex financial and legacy planning matters. His expertise includes will writing, trust and estate planning, business succession planning, divorce financial planning, insurance protection, and wealth preservation. Throughout his career, he has worked closely with individuals, families, and business owners to develop customised strategies that safeguard assets, minimise potential disputes, and ensure a smooth transfer of wealth across generations. His client-centred approach emphasises education, transparency, and long-term relationships.
Turning Point:
A defining turning point in Roger’s career came when he witnessed how inadequate estate planning could create emotional and financial difficulties for families during challenging times. These experiences reinforced his belief that financial planning extends far beyond investments. It is about protecting loved ones, preserving family harmony, and ensuring business continuity. This purpose has driven him to specialise in estate planning and succession strategies that provide clients with confidence and peace of mind.
What He Does Now:
Today, Roger advises individuals, families, and business owners on comprehensive estate and succession planning solutions. He helps clients prepare wills, structure wealth transfer plans, safeguard businesses for future generations, and navigate the financial implications of divorce. His mission is to simplify complex planning decisions while empowering clients to make informed choices that protect both their families and their legacies.
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