Roy Dravid — Independent Financial Adviser 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
- Pension Planning
- Investment Management
- Later Life Advice
- Mortgages
- Protection Planning
- Trust Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Roy Dravid is FCA-verified (firm: Life View Financial Planning).
Frequently Asked Questions
Is Roy Dravid an FCA-regulated financial adviser?
Yes. Roy Dravid is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Roy Dravid offer?
Roy Dravid offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Roy Dravid?
Fees vary depending on the service, the complexity of your situation and the assets involved. Roy Dravid will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Roy Dravid is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Roy Dravid?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Roy Dravid directly through the contact form.
Does Roy Dravid work with clients outside Greenwich ?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Roy Dravid is based in Greenwich but you can confirm preferred meeting locations and video options when you book your initial call.