Roger Haxton

Portfolio Manager

Roger is a Director and Portfolio Manager. He looks after a wide range of mainly UK-based families, with portfolios ranging from individual accounts and ISAs to SIPPs, Trusts and corporate accounts. This often involves liaising closely with other advisers such as lawyers and accountants.

He is a Fellow of the Chartered Institute for Securities & Investment (CISI).

Roger joined in 2023, with over 27 years industry experience. He started his career at Greig Middleton & Co in 1996, which became Gerrard Investment Management Ltd and then Barclays Wealth.  In 2005 he moved to Smith & Williamson Investment Management, who have since become Evelyn Partners, where he was a Partner.

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