Roger Carey

DipPFS

Roger is a Financial Planner and joined CWB in January 2015. He is based at our Southampton office.

Qualifications and experience

Having been in financial services for over 25 years, Roger has a wealth of experience and has worked for a number of leading businesses in our industry.

Roger is Diploma qualified and is a member of the Personal Finance Society as well as the Chartered Institute of Insurance. Roger also holds the Chartered Institute of Insurance Long Term Care planning qualification.

About Roger

Roger enjoys the combination of the buzz of working life in the City, and the more peaceful environment of the south coast and New Forest close to where he lives.

Outside of work, Roger enjoys travel, city breaks, visiting country houses and walking. He is interested in most sports and enjoys nothing more than visiting Twickenham to watch the Rugby.

What his clients say

We have been impressed with his knowledge of the financial opportunities open to us and appreciate the way he has come up with new initiatives to broaden and strengthen our portfolio. We have come to trust him completely and rely on him to manage our assets in partnership with us, and in the most effective way.

He is very honest and I know I can trust him to give me advice that is the best for me and my circumstances. He takes the time to explain the reasons behind his advice and makes sure that I understand the different aspects of my investment. I have no hesitation in recommending Roger to others who would benefit from his advice.