Roy is Head of MHA Carpenter Box Wealth Management, our FCA regulated independent financial advisory business. He joined the MHA Carpenter Box group in 2011 working as a financial adviser, having previously worked for HSBC and National Australia Bank. After a number of successful years with the firm Roy became a Partner in April 2018.
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.