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Roxanne Jarvis

Independent Financial Adviser

I have over 10 years experience working in the financial services sector, and have enjoyed advising clients for a number of years.

I provide advice on all areas of financial planning, my particularly areas of expertise and experience are in: cash flow modelling, retirement planning (both pre and post retirement), investment planning and estate planning.

I develop tailored solutions for each client through understanding their goals and objectives and my aim is to build long standing relationships with clients and their families through trust, openness and integrity, and ultimately helping clients to achieve peace of mind.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South East


Hampshire, Berkshire, Surrey

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