Important Notice: Essential System Upgrades – 23 August, 11:00 AM to 4:00 PM.
To support ongoing improvements, essential system upgrades will take place on the 23 August between 11:00 PM and 4:00 PM.
PSI exams scheduled during this maintenance window will not be visible in My CII until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Roger Jackson, APFS, Chartered Financial Planner
Engagement Board Member (Financial Planning)
Roger has been in the financial planning profession for the last 18 years, starting as a trainee straight from 6th form.
He has worked in various roles, administration, paraplanning, management and currently on the board of a financial planning firm looking after a team of 12 financial planners.
He currently holds the designation of APFS, Chartered Financial Planner and also holds a Certified Financial Planner title with the CISI. In addition to this, Roger is a NED for a startup and has worked Chairing a charity board previously.
He has been recognised twice by ‘Citywire’s Top 35 under 35’ as a top financial services professional under the age of 35.