HomeFinancial Planners › Roger Lavecchia

Based at

Amber River True Bearing

Position

Associate Director

Serving clients in

Liverpool, Ormskirk, Southport, St Helens, Warrington, Widnes, Wigan, Wirrall, Cheshire, Merseyside

Roger Lavecchia

Associate Director

Roger has worked in Financial Services since leaving University over 35 years ago, starting his career with Commercial Union, and going on to work with a number of other financial firms, gaining valuable experience along the way. In 1995 he had the opportunity to join as a partner in a firm of Financial Advisers in Altrincham, a move that paved the way for his successful future. After 17 years in the partnership, he decided to start his own adviser firm in 2012, which went from strength to strength and was acquired by Amber River True Bearing in 2023.

Roger focuses on building strong relationships with both his private and corporate clients, most of which have been with him for many years. Specialising in pensions and investments, his main aim is to help his clients grow their wealth so that they can enjoy their life and have a worry-free retirement.

Roger lives near Royal Birkdale golf course in Southport, which is handy, as he is a keen golfer. He is also a season ticket holder at Manchester City, having followed them since he was a young boy in Macclesfield. He loves to travel and makes regular trips to see his mum and sister in Umbria, Italy.

Expertise in

Talk to Roger, call Amber River True Bearing today

Talk to Roger, call Amber River True Bearing today

01257 833 400

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Find out more about Roger and our North West team

Our Amber River True Bearing team includes Chartered Financial Planners who look after clients right across the North West, and beyond. We welcomed them to the Amber River Group in 2020.

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