Nick Rogers

WORK HISTORY

EDUCATION

ABOUT NICK ROGERS

I’m a Chartered Financial Planner with nearly 10 years of experience in financial services, helping entrepreneurs, business owners, and busy professionals build and protect their wealth - for themselves, their businesses, and their families.Before becoming a regulated financial adviser, I worked in commercial banking, supporting SME businesses with lending solutions to help them achieve their growth ambitions. That background gives me a unique perspective when advising business owners - I understand the realities behind P & Ls, balance sheets, and cashflows, and how deeply their businesses are tied to their personal and family goals.My advice spans a broad range of areas, including:• Tax efficiency• Pensions & retirement planning• Succession planning & business exits• Investment advice• Inheritance tax & estate planning• Business protection• Employee wellbeing & workplace benefits• Personal protectionAs a fully independent adviser, my focus is always on planning, not products. I take pride in delivering clear, holistic advice - and when a client’s needs extend beyond my own expertise, I collaborate with a trusted network of professionals including accountants, solicitors, mortgage advisers, and finance brokers to ensure they’re fully supported.If you’re a business owner or professional looking for clear, independent financial advice tailored to your goals, I’d be happy to have an initial conversation. Feel free to connect with me here on LinkedIn or reach out directly.