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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.

Find out more about me below.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 04 December 2023.