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Roger Milbourn, Senior Independent Financial Planner

Roger Milbourn, Senior Independent Financial Planner

As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry.

Whilst Roger is highly knowledgeable and professional, he has a friendly and approachable manner, taking the time to listen to you and understand your financial requirements. He will then help you to understand your options and in the words of one client “communicate complex financial information and calculations in a way that is clear, understandable and even interesting to the average person”.

His main aim is to help you feel in control of your financial future and be confident making those life-changing decisions. He is responsive and available whenever advice is needed.

Since joining Aspirations at the end of 2018, Roger has solely been focusing on providing advice and support to his clients. Previous experience includes roles as a Director of a Mortgage Brokerage, Senior Partner in a Wealth Management firm and a Pension Transfer Specialist.

Roger holds both the Diploma in Financial Planning and the Investment Advice Diploma and sits on the Investment Committee at Aspirations.

Roger is a father of two young children and enjoys spending time together as a family, taking walks in the countryside with their Labrador Darcey and exploring favourite haunts. Since lockdown, their family has grown to include guinea pigs, a hamster and fish!

As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry.

As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry. His main aim is to help you feel in control of your financial future and be confident making those life-changing decisions. He is responsive and available whenever advice is needed.
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