Roger is the founder and Managing Director of Bourlet Consulting and is involved in all aspects of the strategic direction of the business. In addition to advising clients with a wide variety of personal circumstances, he is instrumental in the firm’s internal governance and developing our investment proposition.

Roger says,

“Having been the recipient of poor financial advice before switching from a career in Civil Engineering to one in Financial Services, I’ve seen first hand the personal cost when an adviser fails to put their client’s interests before their own.

As Financial Planners we are privileged to discover the most personal details about our clients’ situations and goals, and I’m passionate about using that information to help them get to where they want to be. Our relationship with clients has to be a partnership – it has to be a win-win.”

Roger Bourlet

Roger’s financial planning expertise includes:

  • Helping clients establish their personal financial goals
  • Investment portfolio construction
  • Personal and trust taxation

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 of working with Clerical Medical, Sedgwick Noble Lowndes and Barclays Private Bank. He founded Bourlet Financial Planning Ltd in 2003.