An independent financial advisory firm based in Shrewsbury

Roger T Hulme Ltd was established in 2001 when Tony Bates and James Sadler incorporated the business of Roger T Hulme, a long established and highly regarded financial advisory firm in Shrewsbury.

The business originally commenced trading in 1985 under the stewardship of Roger Hulme who successfully created a first class reputation for specialised financial planning and wealth management..

Tony and James have over 80 years combined experience in financial services. In setting up Roger T Hulme Ltd, they brought together their combined experience and expertise building on the foundations laid by Roger over the previous 16 years. They have now been joined by the next generation of advisers; David Bates who has been part of the firm for over 10 years.

Roger T Hulme Ltd provides independent financial advice directly to personal and corporate clients and also to clients introduced to us by other professional firms such as solicitors and accountants.

A large proportion of our new clients are as a direct result of the recommendations from others. This clearly indicates that our quality of service meets the needs and expectations of our clients.

Michael

“I can honestly say it has been an absolute pleasure dealing with you and the company and I cannot recommend you highly enough. You have not only been professional, you have been sympathetic to us, making it so easy to understand”

Adele

“You are made to feel valued as a client and every care is taken to explain each step”

Peter

“David and Tony, You have both provided me with first-class, clear advice throughout my pension process, and I can’t thank you enough for your help and support. Your guidance has been invaluable, and it has been greatly appreciated.”

Sue

“Always there for me when needed”

Philippa

“Trusted and brilliant advice and care of our money over many years”

Simon

“Decided on a plan of action and it was very quickly acted upon. Very good communication throughout, felt valued as a customer.”

Alison

“I always feel advice given is in the best interest of the client, with more than
one option”

David

“Have dealt with James and Angie, we could not have asked or expected any better service”

Stephen

“They offer full and appropriate financial advice in a professional and friendly manner”