Roger Windmill
Trainee Investment Manager
Introducing Roger
Roger graduated in 2018 from Kingston University with a 1st in Business Studies.
He began his professional career at a start-up asset management firm in middle office transitioning over to wealth management for a new experience, leading to new ambitions to progress to a trainee investment manager role.
His role is shadowing the investment team, providing support in conducting research, analysing trends, and financial reports.
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Meet the team
view allMark Incledon
Chief Executive Officer
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Jonathan Webster-Smith
Chief Investment Officer
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Charles Incledon
Client Director
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James Woodman
Investment Director
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Stephanie White
Investment Director
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Ella Hart
Executive Assistant
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