Tom Rogerson - Profile Picture

Tom Rogerson


Tom joined Private Capital in 2017, specialising in asset management and full financial planning for high net worth individuals and families. He takes pride in building long-term relationships with clients to help them plan, and ultimately achieve, their goals.
 
As well as being a member of the Chartered Insurance Institute, holding the UK RQF Level 4 Diploma in Regulated Financial Planning, he is an associate member of STEP (Society for Trust and Estate Planning), having completed the Advanced Certificate in UK Tax for International Clients. He is also a member of the Hong Kong Securities and Investment Institute and is a Licenced Representative for our Type 4 and 9 Securities and Futures Commission (SFC) licenses.
Outside of work he enjoys playing football, tennis, golf, and is a keen skier.
 

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Private Capital delivers tailored solutions for clients' investment, insurance and protection needs.

Second Opinion

Second Opinion

Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

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Investment Management

Investment Management

Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner. 

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Financial Planning

Financial Planning

Financial planning is the ongoing process that helps you make sensible and informed decisions about money. You can build your plan yourself or g...

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