Request a no-obligation meeting with Basildon Financial, LLC today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

Here’s our story. We look forward to hearing yours.

At Basildon Financial, LLC, our sole focus is YOU.

About Our Firm

Basildon Financial’s mission is to provide our clients with custom financial plans that are easy to understand, align with their goals and provide for a secure financial future they can be confident in. Our primary focus is on safeguarding our clients from financial worry so that they may enjoy their lives and a comfortable lifestyle.

Our name "Basildon" honors our founder's Grandmother, Constance Jane Rogers, whom Simon called "Nana".

In England, a family home is given a name, and Nana's home was called Basildon.

Nana was a model of integrity, wisdom and strength, and Simon chose to bring those same qualities to our practice with a symbol to constantly remind us of why we do the work we do.

Simon Rogers | President, CEO

Simon Rogers is a financial advisor, president and CEO of Basildon Financial. He has over 13 years’ experience in the insurance and annuity industry. He is licensed for the following insurance products (life, health, accident, fixed annuities) in the state of Pennsylvania. In addition, he is an Investment Adviser Representative, as he has passed his Series 63 & 65 securities exam.

Simon’s philosophy is to treat his clients the way he would like to be treated: with honesty, sincerity, compassion and hard work. He got into this business after personally witnessing how financial hardships can damage the most important aspects of our lives: health, relationships with loved ones, overall attitude and enjoyment of life. Simon decided to make it his professional mission to work to help protect his clients from experiencing these setbacks, thereby enabling them to enjoy what really matters in life.

Simon has made several television appearances discussing a variety of financial topics on ABC27 TV’s “Good Day PA” program.

Simon has two lovely children whom he adores tremendously. He is a board member of two local nonprofit organizations and thoroughly enjoys helping others. His hobbies include competitive tennis and health and wellness.

Bernadette Henning | Practice Manager

Bernadette brings a diverse blend of skills and experience to Basildon Financial.  Having worked in the legal field as a litigation assistant for 13 years, she is proficient in data gathering and analysis, research and client assistance.  She has experience in marketing, social media management, networking and fund raising.

Bernadette joined Basildon Financial in 2013.  Prior to that, she worked in the spa industry for several years.  That experience honed her commitment to customer service, anticipating client needs and attention to detail.  Her varied background and professionalism makes her the perfect fit to manage our client’s ever-changing needs.

Bernadette has done extensive volunteer work, including work for the Dauphin County Lawyers Auxiliary, Leukemia and Lymphoma Society, and the Humane Society of the Greater Harrisburg Area.  Bernadette resides in Harrisburg and enjoys cooking, travel, and spending time with her family.


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Admin@BasildonFinancial.com or call us at 717-441-4901 today!

Complimentary Guide
"Your Retirement Income Planning Checklist
Retirement Income”


We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

unique financial approach

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Basildon Financial LLC are not affiliated companies.

"The heart of financial security" refers only to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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