Roger Marx, Financial Advisor

roger marx financial planner trinity wealth managementRoger joined the Trinity Wealth Management team as a Financial Planner and has opened a branch office in Twickenham. He is a highly experienced financial advisor and specialises in investment management, having spent 35 years in the financial services industry since the age of 21.

He ran his own Independent Financial Advice practice for 18 years before joining Trinity Wealth Management and has long followed our firm’s ethos of tailoring individual recommendations to match the specific needs of each client. Indeed, he has brought many longstanding and loyal clients, (as well as charities and businesses), with him into the Trinity fold, along with his wealth of experience and knowledge in financial planning.

Roger began his career in wealth management by gaining a good grounding with Imperial Life of Canada. He then started to specialise in pensions with Scottish Equitable where he continued for 12 years.

Sport has always been a passion for him but having recently hung up his boots for the third time he is reluctantly starting to accept that participation is now being overtaken by an increase in spectating. He is married with three grown-up children.

Qualifications:

  • MLIA (dip) and Full Member of the Life Insurance Association
  • Certified Financial Planning Certificate 1, 2 and 3
  • Certificate in Mortgage Advice and Practice (CII)
  • Level 3 Certificate in Equity Release (CII)
  • Level 4 Diploma in Financial Planning (CII) 
  • R01 Financial Services, Regulation and Ethics (CII)
  • R02 Investment Principles & Risk (CII)
  • R03 Personal Tax (CII)
  • R04 Pension and Retirement Planning (CII)

To contact Roger email roger.marx@twm.co.uk

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com