Roy joined the MHA Caves Wealth team in 2022 and has worked in the Financial Services industry as an Independent Financial Adviser (IFA) for over 25 years. Prior to that he worked for major insurance companies in their direct advice teams, starting in the financial services industry in 1988.
Roy holds the Diploma in Financial Advice as well as qualifications in Long Term Care, and Retirement Income planning.
As an IFA, his time has been spent working with professional introducers such as Accountants. Since 2008, he has worked with MHA, providing advice best suited to their mutual clients, including individuals, Corporates and Trusts, with wide ranging financial planning needs.