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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 about making your money go further, and protecting the things that matter most to you.
Contact me today

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

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.

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.

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.

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.