Independent Fiancial Adviser (IFA) @ (May 2010 - March 2015)
Private Client Manager @ Standard Life Client Management Ltd (May 2006 - February 2010)
Mike Roa Skills
Financial Risk
Retirement Planning
Retirement
Wealth Management
Pensions
Strategic Financial Planning
Savings
Income Protection
Critical Illness
SIPP
Inheritance Tax Planning
Financial Advisory
Portfolio Management
Investment Advisory
Protection
Investments
Estate Planning
Wealth
Financial Services
Finance
High Net Worth Individuals
Management
Investment Strategies
Mike Roa Summary
Mike Roa, based in Fareham, GB, is currently a Touch Rugby at England Touch Rugby. Mike Roa brings experience from previous roles at Beaufort Financial Planning Limited, 2plan Wealth Management Ltd and Standard Life Client Management Ltd. With a robust skill set that includes Financial Risk, Retirement Planning, Retirement, Wealth Management, Pensions and more. Mike Roa has 1 emails on RocketReach.
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