08009993348 david@cadoganwilson.co.uk

Roger Heath

Roger Heath - Senior Consultant at Cadogan Wilson

FPC 1,2,3

Position: Senior Consultant


Tel: 0800 9993348

After leaving Oxford University Roger has been involved with money centred businesses throughout his career, mostly as a consultant advising executives in banks and building societies on installing client-focused computer systems. In 1995 he joined Friends Provident as a financial consultant where he built up a practice offering clients financial advice on estate planning. He joined Cadogan Wilson in order to extend the service he could offer clients through independent advice.

Roger is an Associate of the Chartered Institute of Bankers and has obtained the Chartered Insurance Institute’s Financial Planning Certificate.

Over the years Roger has acquired considerable knowledge and expertise in Inheritance Tax Mitigation.