Areas of expertise
Financial planning including pensions and retirement; investments; estate planning and inheritance tax (IHT); cash flow planning.
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.
Chartered Financial Planner and holds the Investment Management Certificate. Member of the Personal Finance Society.