Serving you better
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.