Roy Dravid — Independent Financial Advisor in Greenwich
About Roy Dravid
Roy Dravid is a dedicated independent financial adviser based in London, with over 14 years of experience helping clients in the South East and London achieve their financial goals. As the director of Life View Financial Planning, Roy specialises in delivering bespoke wealth management and mortgage solutions that align with clients' unique needs and aspirations. Roy’s expertise spans a broad range of financial planning services, including investment portfolio management, protection planning, trust planning, pension optimisation, and retirement strategies. He is a qualified specialist in long-term care and equity release planning, holding the CF8 and ER1 qualifications. His extensive background in financial services also includes roles at Barclays, HSBC, and Lighthouse Group Financial Solutions, where he honed his skills in advising high-net-worth individuals and delivering tailored financial solutions.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Tax Planning
Qualifications
Diploma in Regulated Financial Planning (DipFPS)
Regulation
Roy Dravid is FCA-verified (firm: Life View Financial Planning).
Frequently Asked Questions
Is Roy Dravid a regulated financial advisor?
Yes. Roy Dravid is FCA-verified and authorised under Life View Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Roy Dravid offer?
Roy Dravid offers Retirement planning.
Where is Roy Dravid based?
Roy Dravid is an independent financial advisor based in Greenwich , serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Roy Dravid offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Roy Dravid directly through their Trusted Advisor profile.
What qualifications does Roy Dravid hold?
Diploma in Regulated Financial Planning (DipFPS)
How do I book a meeting with Roy Dravid?
You can book a free initial consultation with Roy Dravid directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.