Roger Carey
DipPFS
Spanning over 25 years in the financial services sector, Roger stands as a seasoned professional with a profound understanding of the industry. Roger brings a wealth of knowledge, a robust skill set, and a client-centric philosophy to the realm of financial advising. His reputation precedes him, making him a go to adviser for those seeking personalised, informed, and forward-looking financial guidance.
About
Roger’s journey in the financial services sector began over 25 years ago and includes significant roles with Life Offices, the independent arm of RBS & Natwest Bank, a City-based IFA, and a boutique City-based Discretionary Fund Manager. His diverse background reflects a commitment to exploring different facets of finance, offering a comprehensive perspective to his clients.
Armed with a Diploma qualification, Roger is not only a member of the esteemed Personal Finance Society but also holds membership in the Chartered Institute of Insurance. His dedication to continuous professional development is evident, with a specialised qualification in Long Term Care planning from the Chartered Institute of Insurance.
Roger’s expertise extends beyond traditional financial advising, with a particular focus on the intricacies of Long Term Care planning. His holistic approach to financial management positions him as a trusted guide for individuals navigating the complexities of their financial futures. The majority of his clientele stems from personal recommendations or professional referrals, a testament to the trust he has cultivated over the years.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
