Trusted, Independent financial advice
Independent wealth and investment advice, designed around you.
We have over 30 years experience of providing strategic financial advice to help individuals and families achieve their financial goals. We are an independent financial advice and investment firm; a member of the Oculus network. Our clients value our boutique style of service with the reassurance that comes from being part of a larger wealth management network.
Our Services
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Wealth Management
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Tax and Financial Planning
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Retirement Planning
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Inheritance Tax, Protection and Estate Planning
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Specialist Divorce Planning
Minerva is the Roman goddess of Wisdom and Strategy.
At Minerva Financial we combine knowledge and experience to ensure every financial plan is built around you. Our goal is to provide our clients with strategic, straightforward advice built from technical expertise. Always with our unwavering commitment to put our clients first.
Our business is led by Founding Director, Christina Rogers.
Introduction to Christina
Our business is led by founding director Christina Rogers, a Chartered Fellow of the CISI, Independent Financial planner and Chartered Wealth Manager. With over three decades advising clients, including as a Director at Coutts & Co, Christina created Minerva Financial to build trusted, long term advice partnerships with individuals and families, who value strategic, straightforward advice built from technical expertise.
Minerva considers your situation in the round – what tax implications do you face both now and possibly in the future? How best to simplify yet maximise your pension strategy? What Investment strategy and solutions are available in the wider market to best suit your investment needs. We never pick a solution off the shelf and never charge for meetings – allowing you the time to get to know us, and for us to fully understand you before any commitment is made.