G Rogai Financial Services Limited – Independent Financial Advisers
George brings a wealth of experience “to the table” having joined the financial services industry in 1984.
In fact, many of George’s clients have remained with him for over 30 years.
Clients are treated as individuals, with bespoke financial plans created for each person.
A high level of personal service is achieved with a range of service contracts that incorporate client reward schemes.
Many clients select an annual review service for their financial planning requirements.
George prefers to work with other professionals, such as Accountants, Estate Planning Consultants and Trust Specialists.
Stuart joined the financial planning industry in 1997 and is the Practice Manager for G Rogai Financial Services Limited.
Stuart’s technical skill and attention to detail form an integral part of George’s method of working with most of the ‘back office’ work, report writing, research etc being conducted by Stuart.
Stuart has worked with George for over 15 years and enjoys the challenges of running a fast paced office within an ever changing regulatory framework.
Although not currently authorised or regulated to give advice, having been a qualified IFA in his own right, he brings a complementary range of skills to the table through his research and problem solving.