Welcome to Minerva Financial
Minerva Financial has an unwavering commitment to always put our clients first in everything we do. Whether that be providing truly tailored financial advice, strategic investment advice or planning for the future through inheritance tax, pension planning, protection or estate planning. We are able to draw on knowledge and experience to build flexible plans for clients that stand the test of time. We work closely with existing professional advisors to ensure all our clients have a knowledgeable team around them.
Our clients value our flexible approach and helpful guidance. We offer all prospective clients the opportunity to chat with our existing clients – they are our best advocates.
At Minerva Financial, we offer:
Tailored, financial advice provided with knowledge and care
Strategic investment advice to help grow and preserve your wealth
Inheritance tax, protection and estate planning
Cash management and tax efficient investment solutions
Existing portfolio and pension reviews
A fully independent approach to ensure our clients always benefit from the best the market can offer them
An unwavering commitment to always put our clients first.
Tax planning advice is not regulated by the Financial Conduct Authority.
We’re part of the Oculus network, which brings together experienced, independent wealth managers and financial advisers and places us at the heart of a client focused community. It helps us stay ahead of the latest innovations and trends within the markets and industry, and ensures our clients have the security and peace of mind that comes with being part of a trusted, proven large advice network.
If you would like to learn more – get in touch.
Where wisdom meets creativity, and insight sparks brilliance.
At Minerva Financial we combine knowledge and experience to ensure every financial plan is built around you. Our goal is to provide clients with strategic, straightforward advice, built from technical expertise. Always with our unwavering commitment to put our clients first.
“Christina has a warm highly ethical personality that leads investors like me to have absolute trust in her decisions. This also makes the discussions that I have had with her over the years an enjoyable experience as well as enhancing my personal wealth.”
S Walker, Carshalton
Founding Director,
Christina Rogers
Christina is the Founding Director and Lead Financial Adviser at Minerva Financial. As well as leading the team, Christina looks after a small number of High-net-worth clients and overseas the comprehensive support Minerva provides to clients.
With over three decades of experience as a trusted adviser to wealthy individuals, she brings deep expertise to the creation of strategic plans to help clients define their wealth objectives and achieve their financial goals.
Christina has held a variety of roles in financial services, including as a Director and Wealth manager at Coutts & Co, specialising in entrepreneurs (growing and exiting businesses), and also as their charity Investment specialist in London. Since becoming an independent advisor, Christina acts as an Independent consultant to clients advising on the full range of their planning needs.
Christina is a Chartered Fellow of the CISI, a Chartered wealth manager and a member of the PFS (Personal Financial society) and is a member of and holds a Diploma in Financial advice from the CII. She is qualified via the PCIAM and IMC in Investment management, and an authority on advice through financial transition (Divorce, Business Exit, Inheritance) and has a particular interest in assisting families manage wealth through the generations alongside Family governance.
Christina has undertaken extensive charity work over a number of years, both in practical terms and also in senior positions such as Trustee, Investment board member (SMwSA 2022 – date) and for over 8 years held the position of Chair of UK Trustees for Pro Terra Sancta UK (part of the PTS network, a global charity working in the Middle East).