Experience

Quilter Financial Advisers

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planning Consultant giving straight forward, no nonsense financial advice.

  • Feb 2019 - Present

  I provide professional, bespoke, and expert financial advice. I make complex financial solutions easy to understand, and in doing so, remove a burden that allows you to focus on what's important. I take the time to understand clients’ needs and consistently deliver effective solutions that meet their requirements, and exceed their expectations. Financial planning does not have to be complicated. I take complex matters and turn them into straightforward concepts, providing real value and gaining trust. I specialise in: ➤ Pension Consolidation and Switching ➤ Tailored Investment Solutions ➤ Business, Individual and Family Protection ➤ Inter-generational Wealth Transfer If you’d like to find out more about how I can help you to look after your finances, please get in touch. 07724 871946 roger.gould@quilterfa.com Show less



NatWest

• Banking
• 700 & Above Employee

• • Jan 2013 - Feb 2019

  • Quality Assurance Reviewer of Regulated Financial Advice files, checking both the original file review and the quality check of that review. Initially a team of 12 specially selected individuals, due to our skill, and ability to identify any errors in the advice.• This skill has enabled me to carry this quality advice ethos through to advising my clients, ensuring the advice is always right for their circumstance.• Provide constructive feedback to the reviewer, for any area’s that have been missed or wrongly found at fault. This necessitates the ability to ensure that any written feedback can be understood, now, and at any point in the future.• Achieve the required number of file checks on a weekly basis to the required levels of quality. This skill ensures I always achieve what I promise, at the time I said I would do it.• Ability to identify both suitable and unsuitable advice, and the reasons why. This always ensures my clients get the right solutions to their individual requirements.• I have taken on Route cause analysis work, one of only 2 undertaking this task on a monthly basis. This ensures close attention to detail, to ensure no potential issues are missed.• I was instrumental in driving forward a more ‘common sense’ approach to file checking. This drastically reduced the amount of unnecessary feedback to both the Quality Checker, and file Reviewer, meaning that I can communicate potentially complex issues in a clear and understandable way. Show less

• • May 2007 - Dec 2012

  Experienced Adviser providing financial and relationship management services to bank customers which included:- Bespoke Investment and taxation advice- Tailored individual and family protection advice- In depth, individual and inter-generational Inheritance tax planning- High level individual and family Pension advice- In depth Discretionary portfolio reviews and analysis