Senior Partner Practice of St. James's Place Wealth Management
Roy joined WB Wealth Ltd in January 2019, managing the Paraplanning process and providing technical support to the team. Roy brings over 10 years’ worth of experience in financial services, to the role, working in the industry since 2011, and completing his chartered financial planning exams in 2016.
Having studied Economics’ at university in Bristol, Roy takes a keen interest in both the theoretical and technical side of the investment world and applying it to Financial Planning.
Away from financial services, Roy enjoys sports, the outdoors and spending time with friends and family over both good food and good wine.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.