Roger Bourlet
Roger Bourlet,
Director
Since 1995 Roger has been helping people to accumulate and preserve their wealth so that they can finance the things that really matter to them. His own life experiences lead him to believe so strongly in the value that professional wealth management can bring to people’s lives. Indeed, it was this personal experience, and a commitment to ensure that clients receive impartial expert advice, that led him to found Bourlet Financial Planning in 2003.
Roger graduated from University College, Cardiff in 1988 with a First Class degree in Civil & Structural Engineering. A Chartered Engineer, he spent 6 years at WS Atkins PLC before moving into financial services in 1995. His subsequent experience in financial services has included periods working with respected names such as Clerical Medical, Sedgwick Noble Lowndes and Barclays Private Bank.
Roger is a Certified Financial Planner and holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate. He is a member of the Personal Finance Society and an Associate of the Institute of Financial Planning.
Roger received the Institute of Financial Planning’s Tony Sellon Memorial Award in 2004 for an outstanding contribution to the financial planning profession.
Passionate About
My wife and three children, keeping fit, playing the drums, foreign holidays and a good curry.
Pet Hates
Slow service, reality TV and offal.