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SBF Members


Financial Themes LLP

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As your Local Adviser for Financial Themes, with over 10 years experience in Financial Services, I will travel to see you for our first face to face appointment which is at my own expense. As a qualified Independent Financial Adviser and Investment Manager I place great emphasis on building strong, long-term relationships and as I am in my late 30's I plan to advise my clients well into their own retirement.


During our first meeting which is free, you can find out more about the service I offer and determine whether the Financial Themes proposition matches with your expectations. The range of services includes retirement planning, investment management, tax planning and financial protection.

The Old Stables
WR12 7HS

Contact Information

Contact Roger
Tel: 07974 922507
email me
view my website
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