The best part of working within wealth management has always been helping clients achieve their life objectives...

I work alongside Robert, attending meetings and supporting Robert with cash-flow modelling and tax planning to ensure that clients receive the best possible service. I also support him with gathering information on clients existing arrangements from their current providers to ensure that our clients are invested in line with their beliefs and long-term goals.

We are passionate about developing the next generation of advisers, we have adopted a mentoring programme which allows our training associate advisers to transform their theoretical knowledge into practical application whilst studying for their Level 4 Diploma in Regulated Financial Advice. You may meet Roman working alongside our chartered financial adviser Robert Brunt.

"The best part of working within wealth management has always been helping clients achieve their life objectives, and having someone worry about their financial future, means that clients can focus on living their life to the fullest. "

Roman Farion

Outside work

Outside of work, if I’m not watching Southampton FC play, I am visiting as many museums, historical churches and gastropubs as I can. I love my sports, having grown up playing basketball, football and tennis, and go to the Wimbledon each year in June. I enjoy travelling and the great outdoors, both in the UK and abroad, I have recently spent time in Ely, Cambridgeshire and Lviv, Ukraine visiting my family.

What i'm passionate about

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Please note that the Associate Advisers are not yet authorised to provide financial advice.

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