Roger Stoney
Financial Planning Consultant DipFA in Leicester
A little bit about Roger
I’m a financial adviser with over 10 years of experience running a successful independent energy consultancy. That journey taught me the importance of careful planning, smart decisions, and building strong relationships—values I bring to my work with clients every day. I’m here to help you feel confident about your financial future, offering personalised advice and support to guide you along the way. For me, it’s about building trust and working together to achieve your goals.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
General Insurance
Home contents insurance, buildings insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Qualifications
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Location
Roger's location
Leicester
Leicestershire
LE9
United Kingdom
Roger is located in Leicester and offers expert financial advice services to suit your needs.
I also offer services in the following areas:
I also offer services in the following areas:
- Leicestershire
- Rutland
- Warwickshire
- Derbyshire
- Nottinghamshire
- Northamptonshire
- Staffordshire
- Lincolnshire
- I can also offer services nationally through remote calls.
More about me
Outside of work, I’m a family-oriented person who loves spending time with my loved ones and my dog. I find balance and inspiration through running, sailing, and exploring the countryside. Whether it’s a peaceful morning run or a day out on the water, these moments keep me grounded and connected to what matters most. My appreciation for life’s simple joys is something I carry into my work, always striving to help others enjoy the things they value most.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.