About Roger
In early 1995, Andrew and I discussed establishing a financial planning practice, initially to service the clients of Andrew’s existing accountancy business but with the business plan to develop this further, many more years later, here we still are, having developed the business into the practice you see today.
I have three main roles:
- Chartered Financial Planner â I specialise in Financial Life Planning with business owners/executives and professionals and retirees.
- Director â setting the strategic direction of the business, and implementing our Business Plan.
- Compliance Officer â ensuring AKFP is run with correct governance to comply with regulations.
I’m also a Certified Scaling Up Coach, one of 200 across 6 continents, I help Growth Entrepreneurs Establish a Strategy for Scaling their Businesses and Prepare for Strategic Exit. To learn more about this, click here.
Roger's qualifications
Chartered Financial Planner
Registered Life Planner®
ISO 22222
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