Introducing Roy

After completing a degree in Accounting and Finance, Roy decided to progress in the module he enjoyed the most, financial planning. He also completed work experience in a financial planning office and was able to see the positive impact an advisor can have on someone’s life.

He has since worked through the different roles within financial services and now has a better understanding of the industry.

He spent six years in a technical role while completing exams and moved into advising clients in 2021.

Roy helps clients focus on their life goals and help achieve objectives by building bespoke financial plans.

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Tell me more

What do you enjoy most about your job?

Meeting new people, building relationships and helping them plan for the future to achieve their objectives.

How do you like to spend your time outside of work?

I really enjoy rock climbing and exploring, so you will normally find me walking up a mountain or climbing on the side of it.

One thing that is guaranteed to make your day better…

A luxury hot chocolate with family or friends.

What made you decide to do the work you’re currently doing

I have always been good with numbers and enjoyed a financial planning module at university. I also completed some work experience in a financial planning office and was able to see the positive impact an adviser can have on someone’s life.

What is one personal rule that you never break?

Always take the tea bag out before adding milk!

What would your specialist subject be on Mastermind?

Fantasy TV series or films.

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