Roy is Head of Coole Bevis Wealth Management, and joined in 2011 working as a financial adviser, having previously worked for HSBC and National Australia Bank. Roy has nearly 20 years of experience working in the Financial Services sector dealing with both corporate and private clients.
The nature of his work is largely around providing advice on retirement, from those looking to build sufficient assets to provide financial security when they wish to reduce or stop work, to those looking for guidance on how best to structure their income from the assets they have already accrued.
Outside the office
Roy loves to keep busy, enjoying anything that is even remotely competitive. He lives in Worthing, and is married with two daughters and two step-daughters. Any free time he does get to himself is spent on the local golf course which is game he has played regularly since he was a boy.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning.