Roger Chawla
DipPFS
Having started working in the financial services industry in 1986 exclusively maintaining high net worth client relationships for companies such as Lloyds TSB and Prudential I was invited to join St. James's Place Wealth Management as a Partner in May 2003. It was an honour to be invited by the directors of St. James's Place to become a Senior Partner in November 2011.
About
My philosophy has been to ensure that my clients receive wealth management advice of distinct quality, integrity and excellence; based upon a long-term trusted relationship supported by a high standard of personal service whether you are an individual or business.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
