Roland  Baggott

Roland Baggott

Associate Director, Financial services

Areas of expertise

Financial planning including pensions and retirement; investments; estate planning and inheritance tax (IHT); cash flow planning.

Experience

Roland started in financial services in 2002 and has been a financial adviser since 2007.  He headed the financial planning team at a private bank in London before relocating with his family to Guildford. He joined Smith & Williamson in 2018.

Professional qualifications/memberships

Chartered Financial Planner and holds the Investment Management Certificate.  Member of the Personal Finance Society.

Contact Roland

Cookie Settings