Prydderch Financial Planning turns 5!

27 Mar 2019

Our friendly local IFA is celebrating a special birthday and I Love Bramhall just had to be the first to congratulate Roger Prydderch on five years’ successful business with Prydderch Financial Planning! We sat down with Roger to recap on the last five years and find out what’s ensured Prydderch Financial Planning continues to stand the test of time.

Bramhall born and bred, Roger is a familiar face around the village. Having lived and worked locally for most of his life, Roger and his family live just down the road – his wife recently set-up Cake Creations by Rebecca locally and his children go to school in the village, too. Formerly based above Optique Opticians, Prydderch Financial Planning recently moved just slightly further down Bramhall Lane South to bigger premises with parking.

Prydderch Financial Planning

Regularly welcoming clients into the office, Roger and his practice manager Mandy Carter also deal with inquiries by phone and email. Having worked independently as well as heading up bigger businesses for years, Roger prefers the personal approach, which allows him to deliver maximum value for each client. For customers, having a single port of call and the full attention of their IFA provides a level of reassurance and accountability that isn’t always easy to come by with bigger, more impersonal companies.

Prydderch Financial Planning

Still comparatively young in his profession, Roger has worked his way up through the industry ranks, learning his craft on-the-job from an early age. With 22 years’ experience in the industry – 15 years at fully qualified level – and despite being a self-confessed non-academic, Roger has well and truly mastered his profession in a way that combines theoretical and practical knowledge.

Prydderch Financial Planning

Having always worked directly with people, Roger knows how important it is to build up trust with clients on a one-to-one level. Financial planning is a serious business and Prydderch Financial Planning is committed to providing an attentive, honest and personal service for consumers and businesses looking for life cover, pensions, investments or healthcare.

Prydderch Financial Planning

Prydderch Financial Planning can make arrangements for financial protection like workplace or individual healthcare schemes, critical illness cover and income protection. Roger also helps customers with tax-efficient investments, corporate stocks and shares, finding or moving pensions, inheritance tax planning and more.

Prydderch Financial Planning

Many of his customers are repeat clients, with Roger’s down-to-earth approach and ability to explain what can be complex financial topics in layman’s terms contribute to the company’s high level of client retention. Being a people person, Roger puts customers at ease, while his long tenure in the industry provides a level of reassurance that he’s completely clued-up on all elements of financial planning.

Prydderch Financial Planning

Although Roger has clients as far afield as Scotland and Kent, Prydderch Financial Planning caters mainly for local customers in and around Bramhall. Very much embedded in village life, Roger confesses that he rarely leaves – and why would he, when everything he needs is right here on his doorstep?! As such, Roger likes to give back to the community in a variety of ways, including sponsoring our very own Bramhall Duck Race and chairing Bramhall Together Trust, which organises the Christmas Lights switch on, Bramhall Festival and Bramhall’s GotTalent Show.

Prydderch Financial Planning

To celebrate Prydderch Financial Planning’s fifth birthday, Roger organised a party at Long Bar in the village, and I Love Bramhall was honoured to be invited to the special event – along with lots of other familiar faces from the Bramhall business world, including Your Support Team, Prestige Logic and I Love Cheadle Hulme. Resident photographer Chelsea Shoesmith was on hand to capture the festivities and Roger’s wife made a fantastic cake to mark the occasion! Pop over to Rebecca’s page to have a look at some of her other beautiful creations Cake Creations By Rebecca

Congratulations, Roger, on five successful years – here’s to the next five!