Roger Weeks

Penzance-born Roger left Humphry Davy Grammar school and worked in banking for 19 years before becoming an adviser in 1998. He joined Jacksons in September 2006 as an IFA, and bought into the company in 2009. He acts as Finance Director for the firm. He is a Chartered Financial Planner, confirming his commitment to providing high quality financial planning advice, and to reaching the very top of his profession.

Although experienced in all aspects of financial planning, he has spent the recent past advising business clients – Sole Traders, Partnerships and Limited Companies – on the important issues that face them. He is the company’s Pension Specialist, dealing with all aspects of pension and retirement planning including the important and intricate aspects of pensions transfers. He also runs the equity release desk at Jacksons.

Independent Financial Adviser (IFA) at VouchedFor Top Rated Award Married to Jenny, a St Erth girl, Roger is an experienced school governor. He spends his spare time with his children – mostly as a taxi driver! – and enjoys photography, organising quizzes and swimming. He has also recently taken up playing electric guitar…

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