Roger Prest CertPFS
Managing Director
Roger, who lives in Ampthill, Bedfordshire, is married with two children. He has been in Financial Services since 1983, working initially for two major insurance companies and joining Wealth and Tax Management in 1997.
He believes strongly in the concept of structured financial planning over the long term. “Financial planning shouldn’t be a ‘one off’ major sort out’,” he says. “It is an evolving strategy that over time becomes really beneficial as it takes properly into account the inevitable changes that life brings.”
Our Advisors:
Roger Prest CertPFS - Managing Director
Tony Byrne CFP, FIFP - Financial Planning Director
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FSA Statement
Wealth and Tax Management Independent Financial Planners is the trading name of Byrne Williams Limited which is authorised and regulated by the Financial Services Authority. Company registered number 2020674. Registered in England and Wales. Registered address: 1 The Willows, Mill Farm Courtyard, Stratford Road, Beachampton, Milton Keynes, MK19 6DS
