Freedom Financial Coaching was founded by Roger Marx after 40 years Financial Services experience, gained across a broad range of challenging commercial settings with laterly, the privilege of serving individual clients for 25 years as a regulated Independent Financial Adviser.

We have a passion to deliver better relationships with money and a natural pride in connecting with clients to ensure the provision of top quality services.

Background :

1980-82 Life Underwriter - Imperial Life of Canada

1982-88 Life Inspector - Scottish Equitable

1988-95 Pensions Development Manager - Aegon plc

Setting out solo :

1995-2013 Independent Financial Adviser - Freedom Financial Planning

2004-2014 Independent Mortgage Adviser - Freedom Financial Management

2014-2020 Independent Financial Planner - Trinity Wealth Management

2021 to date Independent Financial Coach - Freedom Financial Coaching