Roger co-founded Vision in 2008, along with business partner Paul Sweaton. Together they have built one of the fastest growing and most dynamic Independent Financial Adviser networks in the country.
Vision has become a multi award winning business and Roger and Paul were delighted to receive the prestigious Cornwall Business Awards “Entrepreneur of the Year” award in 2014.
Roger has been in the financial services industry for 28 years, with a highly successful career with two Blue Chip banks before leaving to create Vision.
Roger has a wide remit within Vision, including business strategy and planning, compliance, recruitment and day to day business management. Whilst still a practicing adviser in his own right, he now spends more time managing the business and ensuring it continues to develop and flourish.
He is totally committed to ensuring Vision delivers a top class service to its clients, through a team of exceptional individuals, and takes great pride in the on-going excellent client feedback results that Vision achieves consistently.
When not working, Roger enjoys spending time with his family, playing the odd round of golf and holidays in the sunshine.