Notice of upcoming maintenance: The RevisionMate website will be undergoing an essential update and will not be accessible between 08:30 on 6 August [UK time] and 17:00 on 7 August [UK time]. For coursework assignments due on these dates, please plan to submit ahead of time or request an extension if required.
We apologise for any inconvenience caused.
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.