Bill Roper Email & Phone Number

I deliver "goals based" financial planning to clients across all sectors - both employed and Self employed/business owners - with a specialisation in the Technology and Professional services sectors.And with 20 years experience working in industry I understand 1st hand the challenges clients face on a daily basis. I help my clients navigate these challenges by enabling them to establish their goals, and putting a plan in place to achieve them. I use long term cash flow modelling with all my clients to enable pro-active decision making, and to track progress towards these long term financial goals on a regular basis. Core areas of planning include: Retirement Planning, Tax Efficient Investing, Protection (personal and business) and Intergenerational Planning - empowering them to get to where you want to go - but faster and with less risk. In working with clients to form a deep understanding of each and every situation I focus on:•building long term, holistic relationships with clients; •helping clients to build and preserve their capital; and,•helping clients to protect themselves against risk.I believe everyone can benefit from talking through their personal and financial vision. Many of my clients have achieved clarity of vision and renewed personal focus as a result - allowing them to focus on what’s really important. My clients include:•Business Owners/Entrepreneurs – aiming to maximise returns from their businesses;•Employees - including Legal, Accounting and Technology professionals;•Senior Business Executives/C-level Executives;•Corporate/Employee Financial Wellbeing services - Giving employees access a premium financial planning service; •Individuals with important financial goals, ie school fees, a new home or retirement; and•Individuals working through a significant life event, such as marriage, divorce and inheritance. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can go down as well as up. You may get back less than you invested.Avocet Wealth Partnership Ltd 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). `The St. James's Place Partnership' and the title `Partner Practice' is the marketing term used to describe St. James's Place representatives.

Listed skills include Enterprise Software, Managed Services, Saas, Paas, and 15 others.