Reasons Why you may wish to consider entrusting your financial affairs to us: -
Unique: having precisely one value, integrity
Service: standards of the highest quality
Professional: advice undertaken with great competence
All advice from your Financial Adviser Trowbridge is personally attended to by the Principal, Roy Clarke, an adviser for over 30 years, during which time the following qualifications have been achieved, ACII, APFS, CHARTERED INSURANCE PRACTITIONER.
Having initially worked for some years in the City of London, then establishing one of the leading provincial financial services and insurance broking businesses in the West Country, as both Group Chairman and Managing Director (Financial Services), Roy then embarked on a third and final career by setting up a personal and confidential financial service under his Company, Rowlinson Clarke Private Clients Limited.
Roy acquired his first qualification, initially as an Associate, by examination, of the Chartered Insurance Institute (1974), election to the status of Chartered Insurance Practitioner (1995) and by further examination as an Associate of the Personal Finance Society (2005). Continuous Professional Development continues unabated.
Our Clients range from large Corporates to small, often family owned businesses, and all manner of personal clients where we attend to all financial needs, referees can always be provided. We are West Wiltshire based but our Clients are located throughout the UK and abroad.
All initial consultations with your Financial Adviser Trowbridge are entirely free and without obligation.
Rowlinson Clarke Private Clients Limited is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority