Roz is our Financial and Estate Planning Consultant. She has successfully completed the Legacy Planning examinations, a programme of accreditation and is registered for continual professional development.
Roz is also a Chartered Financial Adviser, specialising in pensions and retirement planning in particular, although she advises in all areas of planning. Roz has many financial planning examinations to her name including Taxation and Trusts, which puts her in an ideal position to understand clients’ circumstances from a holistic perspective and allow her to put the most beneficial plan in place in respect of Estate Planning. Roz has worked for a number of large well-known financial services companies in her career, including Barclays, Rensburg Sheppards (now Investec) and Heartwood Wealth Management, in addition to working alongside accountants within PriceWaterhouseCoopers and solicitors at Dickinson Dees (the largest law firm in North East England).
Roz has a son born in 2009 and a daughter born in 2012 who keep her on her toes when she is not working. In her limited spare time Roz enjoys hiking and exploring the countryside, cycling, camping, kickboxing, following Formula 1 and other car racing and relaxing activities.