Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.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.