Roger Pearce has been advising on all aspects of financial Services for over 40 years.  The Practice is a founder member of the Openwork network, who are one of the largest Financial Services Networks in the United Kingdom and are regulated by the Financial Conduct Authority.

Primarily based in Cardiff  but advise clients throughout the United Kingdom. Roger and his team can advice you on all aspects of financial planning from Wealth Management, Pension Maturities, Mortgages , IHT/Estate Planning and General Insurance.

Roger Pearce and Associates is a family run business based on traditional values where clients benefit from a personal and bespoke service. Roger’s wife Sarah, after 20 years in retail banking now assists Roger with all the back up administrative functions.  Sarah holds the qualifications of Dip PFS.

Roger Pearce & Associates have chosen to work with the Openwork Partnership. Openwork provide us with all  the products and services, so we are able to offer you a complete financial package to meet all your financial needs. Our offices are based in St Mellons, Cardiff,  with ample on site parking, however we can make arrangements  to visit you at your own home. Feel free to give us a call. We use all forms of  electronic communication for your convenience.

                                                    We looking forward to meeting you.