Roger Bourlet

Roger Bourlet Email and Phone Number

Chartered Financial Planner, Certified Financial Planner & Managing Director of Bourlet Consulting @ Bourlet Consulting
corsham, wiltshire, united kingdom
Roger Bourlet's Location
Corsham, England, United Kingdom, United Kingdom
Roger Bourlet's Contact Details

Roger Bourlet personal email

n/a
About Roger Bourlet

Wealth Management expert specialising in advice to senior executives, business owners and trustees.Extensive experience in the four key areas of wealth management: Wealth Enhancement, Wealth Transfer, Asset Protection and Charitable Gifting.Specialties: Wealth Management, Investment Strategy, Tax Mitigation, Cost Reduction

Roger Bourlet's Current Company Details
Bourlet Consulting

Bourlet Consulting

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Chartered Financial Planner, Certified Financial Planner & Managing Director of Bourlet Consulting
corsham, wiltshire, united kingdom
Website:
bourletconsulting.com
Employees:
7
Roger Bourlet Work Experience Details
  • Bourlet Consulting
    Managing Director
    Bourlet Consulting Feb 2004 - Present
    Bath, United Kingdom
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  • Sedgwick Noble Lowndes
    Senior Consultant
    Sedgwick Noble Lowndes Apr 1997 - Dec 2003
    Bristol, United Kingdom
    Senior adviser providing comprehensive financial planning and advice to business owners and private individuals.
    View
  • Clerical Medical Investment Group
    Consultant
    Clerical Medical Investment Group Jan 1995 - Apr 1997
    Bristol, United Kingdom
    Financial Adviser.
  • Atkins
    Senior Engineer
    Atkins Oct 1988 - Dec 1994
    London, United Kingdom
    Joined from University. Qualified as Chartered Civil Engineer in 1993. Broad range of Civil Engineering consultancy experience.
    View

Roger Bourlet Skills

Investments Financial Advisory Wealth Management Strategic Financial Planning Financial Planning Wealth Portfolio Management Investment Strategies Retirement Financial Services Asset Management Estate Planning Wealth Management Services Asset Allocation Risk Management Small Business Tax Mutual Funds Financial Planners Protection Retirement Planning Asset Managment

Roger Bourlet Education Details

Frequently Asked Questions about Roger Bourlet

What company does Roger Bourlet work for?

Roger Bourlet works for Bourlet Consulting

What is Roger Bourlet's role at the current company?

Roger Bourlet's current role is Chartered Financial Planner, Certified Financial Planner & Managing Director of Bourlet Consulting.

What is Roger Bourlet's email address?

Roger Bourlet's email address is ro****@****h.co.uk

What schools did Roger Bourlet attend?

Roger Bourlet attended Cardiff University / Prifysgol Caerdydd, Dauntsey's School.

What are some of Roger Bourlet's interests?

Roger Bourlet has interest in Family, Playing Drums, Running, Theatre.

What skills is Roger Bourlet known for?

Roger Bourlet has skills like Investments, Financial Advisory, Wealth Management, Strategic Financial Planning, Financial Planning, Wealth, Portfolio Management, Investment Strategies, Retirement, Financial Services, Asset Management, Estate Planning.

Who are Roger Bourlet's colleagues?

Roger Bourlet's colleagues are Ian Farrer, Julie Dallimore, Alex Wilkins, Emily Bourlet, Tom Doran, Rob Johnson.

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