Roy Dravid

What is your average day like:‍

My ideal day starts with enjoying the sunshine, a great morning coffee with my wife, and chatting about our plans for the day. We visit Chappy, the dog, at our local café overlooking the water in Greenwich—it’s a small but meaningful part of my routine. When it comes to work, I value having the time to truly engage with my clients, giving them the attention and clarity they need to feel confident about their financial future.

What do you like most about your job?

The freedom of running my own wealth management practice is something I truly appreciate. Early in my career, working at larger firms meant focusing on targets and volume, often at the expense of deeper client relationships. Now, I have the time to build meaningful connections and ensure my clients never feel rushed or uninformed. I love breaking down complex financial ideas in a way that makes sense—creating an environment where no question is too small or "silly." Seeing that moment when a client fully understands something they were previously unsure about is incredibly rewarding. I also enjoy the intellectual stimulation that comes with problem-solving and tailoring financial strategies to each person’s unique situation.

How long have you worked in Financial Services

I’ve been in financial services for 20 years, starting in 2005 as a Protection Adviser. After 2008, I transitioned into the Independent Financial Adviser role and haven’t looked back since. Over the years, I’ve navigated various market changes and industry shifts, but my core focus has always been providing clear, thoughtful advice tailored to each client’s needs.

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What Roy's clients have to say

Mark

I have known Roy for several years and would wholeheartedly recommend him to anyone looking for sound independent financial advice. In particular pensions and life/illness protection.

Oliver

Roy has helped a number of my UHNW clients with their financial requirements.

James

A very solid and profound analysis of my tax situation and what I have to bear in mind in future. Roy is an excellent contact and I felt very well looked after.

Jonathan

Roy has been my financial advisor for a number of years. He's very diligent and always has the client's interest in mind.

Konrad

Roy has been our incredibly supportive financial advisor for several years, working round the clock at times to give my wife/co-director and I the right advice when we need it.

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.

A firm believer in the power of education, Roy has led numerous professional seminars in London, sharing his insights on investment planning, tax efficiency, and inheritance tax mitigation. His client-centric approach is rooted in providing clear, jargon-free advice, helping clients navigate complex financial decisions with confidence.

At Life View Financial Planning, Roy offers a holistic suite of services, including business startup advice, pension and business continuity planning, whole-of-market mortgage advice, and tailored solutions for professionals. His experience with Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCTs), and Business Property Relief (BPR) products allows him to offer advanced strategies for wealth management and tax efficiency.

Beyond his professional life, Roy is known for his commitment to delivering exceptional service, building long-term relationships with clients, and offering a personalised approach that ensures financial plans truly reflect each client’s circumstances and goals.

For those seeking a trusted partner in financial planning, Roy provides complimentary consultations and is dedicated to helping clients build a secure and prosperous financial future.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

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