Roger Kennedy

Roger started in the financial services industry in 1988 with the Halifax Building Society, and soon realised that he liked client interaction and found financial services interesting and rewarding. To develop his knowledge base, he got a job in 1992 with a major pensions provider as a Consultant, where he received great technical training.

In early 1995, Andrew Aiken and Roger discussed establishing a financial planning practice, initially to service the clients of Andrew’s accountancy practice but with the business plan to develop this further. Roger and Andrew got the business up and running in July 1995, and many years later here they still are.

Roger specialises in the area of Financial Life Planning with Business Owners/Executives and Professionals, Retirees and Trustees.

He is married with three daughters, and owns one (female) dog, so at times feels very outnumbered! Any spare time out of the office is spent in lycra on his bike! Roger is also Chairman of Lisnagarvey Hockey Club and is Business Adviser to the YENI Company Programme.

He is driven by the belief that there is always a better way to do something.

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