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Roland Baggott
Associate Director, Financial services

Roland Baggott

Financial planning

Areas of expertise

Financial planning including pensions and retirement; investments; estate planning and inheritance tax (IHT); cash flow planning.

Experience

Roland started in financial services in 2002 and has been a financial adviser since 2007. He headed the financial planning team at a private bank in London before relocating with his family to Guildford. He joined Smith & Williamson in 2018.

Professional qualifications/memberships

Chartered Financial Planner and holds the Investment Management Certificate. Member of the Personal Finance Society.

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