Roy is qualified to provide independent advice in Financial Planning including Investment Portfolio Management, Protection planning (both personal and business), Trust Planning (Personal and Corporate), Pension optimisation and Retirement options.
He has worked in financial services for 15 years and during that time he has worked in the retail banking sector for a variety of big institutions such as Barclays and HSBC.
Roy also has particular experience in further areas including Long Term Care Planning (CF8 Qualified) and after assessment suitable equity release planning (ER1 Qualified).
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