HOW WE CAN HELP YOU
Investment wealth management
People invest for a variety of reasons but most of us are looking to achieve maxiumum return with minimal risk… read more
Pensions
While the state pension should hopefully provide you with some income in retirement, the level and timing of getting this benefit will not meet everybodys requirements.. read more
Retirement planning
The choices an individual faces at retirement are more complex than ever before… read more
Protection
Protection plans are often referred to as the foundation blocks of Financial Planning. It always feels good to know you are protected from some of the unexpected life crises that may occur… read more
Meet your advisor
With over 40 years combined experience in Financial Services, we are well placed to discuss and plan for your financial needs.
Rogan Legge
Rogan Legge has been a Financial Advisor since 1998, constantly honing and updating his knowledge & technical skills.
He started his career as a Financial Advisor with Standard Life Assurance before working for himself in 2001. He and Chris started St Georges Financial Services Ltd in 2010, building on a previous company that was based in Fordingbridge.
He is married with 3 children and has lived in the local area for 30 years.
Away from Work, Rogan enjoys Travel & Walking in the New Forest with his family and dog, as well as bushcraft survival skills with his sons.
Chris Brooks
Chris Brooks has over 25 years’ experience in the financial services industry. His career started as a Sales Consultant with AEGON where he was employed for 6 years after which he became a Financial Adviser at St Georges Financial Services.
Now a Director & Co-owner in the firm, he really enjoys helping Clients find the right solutions and having the opportunity to help people achieve their goals and dreams. He prides himself with providing advice with the care and attention he applies to his own financial affairs.
Chris is married with one daughter and away from work is a keen golfer, runner, cyclist, and triathlete who loves a big physical challenge having partaken in Ultramarathons and Ironman distance triathlons. He also enjoys spending time walking with his faithful canine companion, Jaffa.
What to expect
OUR COMPANY’S PURPOSE
To manage & enhance your wealth in a tax efficient manner throughout your life’s journey.
What Happens Next?
Please call us to discuss your situation, and to arrange an initial free exploratory meeting. For an indepth explanation of the advice process see our What We Do page.