“My favourite part of the role is meeting such a wide variety of people. I enjoy hearing our client’s life stories and where they came from. Insight into their journey helps rationalise their critical decisions, which is fundamental to understand what’s most important to them.”
- Locations
- Bath
Roman is an Associate Financial Planner in our Bath office, working alongside Ed Grobler to assist with a growing client base and new enquiries.
Roman joined Epoch Wealth Management in 2014 as a junior office assistant through an apprenticeship, having been a keen graphic designer before coming on board. Throughout Epoch and the transition into Brewin Dolphin in 2019, Roman spent eight years as a paraplanner, mainly working with Markas Gilmartin on a variety of complex cases, allowing him to develop his technical knowledge and attaining his qualifications.
Roman has since moved into a client facing role as an adviser to pursue the next phase of his career, with the aim of making a genuinely positive difference for his clients’ needs and aspirations.