Roger Ballard

Roger has been an Investment Manager for over 30 years and joined IPS Capital through the merger with Prospect Wealth Management in 2020, where he was Head of Relationship Management. He helps clients to establish their investment strategies and manages their investments in line with the risk mandate agreed. This is coordinated with their financial advisers, accountants and tax consultants. Roger sits on the firm’s Investment Committee. He has an MBA from the Bradford University Management Centre, is a Chartered Member of the Chartered Insurance Institute and is a Fellow of the Chartered Institute for Securities & Investment.