Our people

Justin Roake

Senior Financial Planner

Tel: 01993 886333
Email: justin.roake@amberwealth.co.uk

Justin is a graduate who has worked in the financial services industry since 1984. He has experience of financial services in both the UK and Australia. Justin has the Diploma in financial planning qualification.

Justin is a specialist pension adviser and is qualified to advise on pension transfers and pensions on divorce. He assists the team with research and the preparation of client reports. Justin is also a fully qualified IFA able to provide advice directly to the public.

Justin has the following qualifications:

• BA (Hons), joint honours English & French (1st class for English)
• Certificate of Education (teaching qualification)
• ACII - Associate of the Chartered Insurance Institute
• Certificate in Financial Markets - Australian investment qualification
• DipFinAdvising (SIA) - Diploma in Financial Advising = Australian advising qualification, eligible to apply for investment licence 
• CII Financial Planning Certificate
• CII Advanced Financial Planning Certificate (AFPC) – Dip PFS.
• AFPC G10 – Taxation and Trusts.
• AFPC G20 – Personal Investment Planning.
• AFPC - G60 Pensions.
• CertCII(MP) - Certificate in Mortgage Advice.
• CF7 - Lifetime Mortgage Activities.

More information about Justin’s qualifications can be found on the Chartered Insurance Institute website www.cii.co.uk.

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