Roger Hatherell - Head of Branch - Bristol
Qualifications
Associate of the Chartered Institute of Bankers
Chartered Insurance Institute:
- Financial Planning Certificate
Experience
Roger started in Financial Services in 1976 with Lloyds Bank, covering all aspects of banking including management, training and personnel management. He joined Scottish Widows in 1993 and trained in all aspects of financial advice. He became an Independent Financial Adviser in 1996 with Frizzell (now Liverpool Victoria IFA), moving into management full time after 18 months as a consultant, where he gained experience in training and coaching advisers, presenting seminars and developing both local and national affinity connections, as well as professional connections.
He joined Berry Birch & Noble in 2002 to set up and run the South West Regional office, which he continued until April 2005. He then took on a national role as Head of Affinity Marketing.
Roger joined LEBC Group in March 2006. As well as managing the Bristol branch, he operates as a holistic financial planner, working with both personal and business connections specialising in the Investments, Inheritance Tax, and Pre Retirement market place. Roger is also involved in pre-retirement counselling, running seminars and presentaitons for both local and national clients of LEBC Group.
Specialisation
Investment and inheritance tax planning, running seminars and presentations on pre-retirement counselling for local and national connections.
The FSA does not regulate some forms of Inheritance Tax Planning.