About Storrs Wealth Planning

As Chartered Financial Advisers we offer a holistic, competitively priced, fee based solution to both private and corporate clients.

R-KuhlmannAfter completing a degree in Economic and Social History at the University of Leicester in 1985, Roger enjoyed a successful career both with his family business and thereafter in retail before entering the financial services industry.

Roger is a committed and enthusiastic adviser with a diligent and conscientious work ethic.  Formerly with Edward Jones in Settle, he has built his business based on a good understanding of the issues faced by clients and an empathetic ”nothing is too much trouble approach”

Roger joined Robertshaw Myers Financial Solution in January 2010 with Cert PFS qualification, which he has quickly built upon and is now a Chartered Financial Adviser and Fellow of the Personal Finance Society. Having reached both Chartered & Fellow status in the shortest possible time, he demonstrates his commitment to attaining the highest possible levels of both qualification and customer service. Having passed The Society of Trusts and Estate Planning Certificate for Financial Advisors, Roger is now a STEP Affiliate member.

His clients appreciate his friendly, down to earth approach to financial planning and appreciate the time and effort put in to understand and explain the issues and solutions.

We are attached to Chartergroup Financial Management Ltd (CGFM) a small network of Independent Financial Advisers directly regulated by the Financial Services Authority .We are a part of Chartergoup, the National Alliance of High Quality Independent Firms of Chartered Accountants. As such we are accustomed to dealing with Accountants and Solicitors and their clients.