Roy Quick

Introducing Roy

After completing a degree in Accounting and Finance, Roy decided to progress in the module he enjoyed the most, financial planning. He also completed work experience in a financial planning office and was able to see the positive impact an advisor can have on someone’s life.

He has since worked through the different roles within financial services and now has a better understanding of the industry.

He spent six years in a technical role while completing exams and moved into advising clients in 2021.

Roy helps clients focus on their life goals and help achieve objectives by building bespoke financial plans.