Roger joined Vision in 2017 having spent the previous 7 years at HSBC. Prior to this he worked with Barclays Bank for several years, for all this time working with top tier Premier clients.
For the last 4 years at HSBC, Roger was working alongside HSBC Private Bank with high net worth clients, specifically in senior and executive positions with FTSE 100 companies or equivalent, those affiliated with sports and media and highly successful entrepreneurs.
Roger strongly believes in the value of a long term financial planning relationship with his clients, based on trust and integrity. He is relishing the ability to offer a truly ‘best in market’ approach and having the freedom to spend as much time with each client as they need to help them fulfil their financial goals.
Roger chose Vision as the firm’s values are directly aligned to his own. He feels the ability to provide Independent Advice is critical to enable him to deliver best in class solutions for his clients.
Roger is a member of SIFA, and listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
He holds the Diploma in Financial Planning and is a member of the Chartered Institute of Securities and Investments.
Roger lives in South West London, married with twin children. An avid sports fan, he is a member of Wimbledon Park Golf Club, The Wimbledon Cricket and Rugby Clubs. He is also a keen support of Ipswich Town Football Club and Essex Cricket.
Roger can be contacted on 07801 855054, or by email
‘Roger Roberts has always been present and attending to my need and I am very happy to have him as our Adviser.’