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Roger Clarke
Roger Clarke
About
Roger is a Partner for The Private Office located in London, but also covering areas such as Winchester, Salisbury and Hereford. As a qualified Chartered Financial Planner, he provides clients with a thorough and robust financial plan to put their minds at ease. He takes the time to understand his clients’ goals and helps them get there, and he believes the work he does is invaluable when it comes to financial security.
With over thirty years’ experience in the financial services industry, Roger’s expertise includes cashflow modelling, pension advice, planning for retirement and inheritance tax mitigation for high net-worth clients. He started his career at Bowring Financial Services and then Thomson's (now AWD Chase) before co-founding PQR Financial Services in 2004, which was purchased by TPO in 2016.
Roger has lent his expertise to publications such as The Telegraph, the Mail on Sunday and This is Money, providing commentary and financial planning insights to finance articles. As well as being a Chartered Financial Planner, Roger has several financial planning qualifications and keeps up to date with financial planning legislation as part of his ongoing professional development. As a result of the valuable support he offers his clients, Roger has been a VouchedFor top rated adviser for the past few consecutive years.
When he is not providing support to his clients, Roger can be found playing golf, tennis, or his bassoon in a local orchestra.
Areas Of Expertise
- Inheritance tax planning
- Retirement planning
- Cashflow modelling
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Award in Pensions Update
- Certificate in Discretionary Investment Management
- Certificate in Financial Services
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Roger works from our office in central London and has clients in areas such as:
Roger Clarke locations
Roger Clarke Map
- Ascot
- St. Neots
- Bordon
- Hereford
- Andover
- Bishop's Stortford
- Redhill
- Winchester
- Atherstone
- Bromsgrove
- Salisbury
- Newbury
At a glance
- Chartered Financial Planner
- Over 30 years’ experience in financial services
- Co-founder of PQR Financial Services in 2004
- Published contributor in the Mail on Sunday, Independent Eagle and The Telegraph
As featured in
Roger was very helpful and answered all of my questions in a clear and concise manner. He was very easy to engage with and he has an affable manner about him. I would gladly use Roger again for inheritance tax advice (or more general investment advice too).
April 2024
I have been advised by Roger for about 20 years. I was in need of retirement income advice, and Roger was recommended by my accountant. Having got to know Roger and worked with him over the years, I have complete confidence. Having not been in a position to put enough aside in my pension "pot" during my working life, Roger has advised and managed to "stretch" my pension pot.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Roger's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Roger is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.