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 to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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.