Simon Rogers – Rugby

Wealth Planner

Simon has worked in Financial Services for 30 years. Prior to this he had worked as an Accountant for Courtaulds PLC.

He works closely with clients to help them achieve their financial objectives. Although working in all areas of finance he specialises in Pensions and Investments.

In his leisure time Simon enjoys most sports particularly football and bowls.

He is CertPFS qualified and is a member of the Institute of Financial Services.

07387 261 306

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