Roger Pearce & Associates
Chippenham
Chippenham
I provide my clients personalised solutions in order to ensure they have the financial wellbeing and security that every family and business should enjoy.
Understanding the detriment that illness or death of a loved one can have on finances is important and I will guide my clients through the best and most appropriate way to protect yourself against these unexpected events.
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What do you love most about your job?
I love working with people and helping them achieve their goals and objectives in with the least risk possible.
What inspired you to start your own business?
Having worked in the financial industry for 12 years I wanted to provide a high level of service that is typically lacking in big organisations.
Why should our clients choose you?
Importantly, I provide an initial consultation at my cost, this is to allow both parties to ensure they are comfortable working together without the worry of an invoice following!
My aim is that by the end of the initial consultation my clients will fully understand their current position, will have been able to outline their goals and I will be in a position to discuss the areas which may need further work. After we have achieved these goals we will then agree how to work together going forward.
Aside from that I am professional, positive, and energetic. I have a family and run a business so I am well placed to provide advice on protecting these critically important areas.
Life insurance
Critical illness
Income protection
Business insurance
Business protection
Key Man Cover
Cross/Double Option Agreements
Family insurance
Home insurance
Accident/sickness/unemployment insurance
