Creating Security & Wealth
Roland Askew - Financial Adviser
For more than 30 years, I've been helping individuals and families reach their financial goals. I am a qualified financial adviser reaching Advanced Diploma level with the Chartered Insurance Institution. I have continued to enhance my knowledge and expertise through industry events and formal training.
It is important to me to give back to my local community; so I'm an active member of the local Citizen Advice Bureau and provide financial advice to their clients.
I invite you to take the time to explore my website and discover more about the “Creating Security & Wealth” service I offer and how it can benefit you.
I am also committed to delivering better value, choice and results for my clients. For many years I have had experience helping individuals and families reach their financial objectives. I use a goals-based approach that takes account of your personal financial requirements, the time frames to achieve them in and the level of investment risk you wish to take, I then blend all of this information to create your own individualised financial strategy and roadmap.
In delivering this personal strategy and financial roadmap I can offer a wealth of knowledge and expertise and this includes advice on Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning, and Business and Succession Planning.