About Life View Financial Planning
We are an Independent Financial Advisory business based in the Royal Borough of Greenwich
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).
He prides himself with offering an exceptional service to his clients.
Our primary focus is the preservation and accumulation of wealth for discerning private investors and corporate clients throughout the UK. Our range of services covers all aspects of pensions, investments and insurance.
We take time to understand your needs and objectives and create individual investment strategies tailored to your personal goals.
Our philosophy is to build long term relationships, based on trust, integrity, mutual respect and excellent service. Our business is centred on technology-based processes which enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.
We are an appointed representative of Prydis Wealth Limited, which is a national advisory firm consisting of financial advisers and mortgage and protection specialists.
Working with Prydis Wealth Limited also allows us to offer you all the benefits of a larger organisation, such as the latest technology, greater financial strength, the ability to use our scale to negotiate favourable rates with product providers and investment platforms. This provides the reassurance of a team of experts to ensure everything is secure and thouroughly precise.
Contact Us
To find out about how we can help you manage your wealth please get in touch and we can arrange a meeting initally on Teams
Get in touch for an initial consultation