Roger White

DipPFS, Cert Cii(MP)

My father invited me to join the Practice and the St. James's Place Next Generation Academy in April 2014. Passing my Diploma in Financial Planning (DipPFS) in March 2015, I was appointed as an Adviser with St. James's Place and I am qualified to advise in all areas of Wealth Management.

About

I have concentrated on contacting new clients who are building careers for themselves, and perhaps new families, but all of whom are realising the importance of planning for the future. In this way I built my own niche within the Practice and brought the average age of the client bank down! I now also advise Kevin’s clients to whom managing their accumulated wealth for their retirement and inheritance tax planning is of paramount importance.

Prior to joining the Practice, I worked in recruitment after graduating from University with a degree in Business Management and Spanish Studies. I am now studying towards becoming a Chartered Financial Planner, and whilst this takes up much of my time I do find time to enjoy and play football and have some ‘downtime’ with my wife, Maria.

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.