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Roya Ansary

Tuesday-Thursday: 9am-5pm

Covering London and surrounding areas. 

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Meet Roya Ansary

Hi, I'm Roya, 

I have been a financial adviser for 13 years, having worked for a bank, as an IFA as well as a restricted adviser. I have also worked in the following industries: financial services, law and oil & gas so I understand your business, whatever your line of work is.  I speak 6 languages and have lived in many countries.   I have extensive experience working with clients' accountants and solicitors as I believe that in order to be successful, you have to have the right team around you.   

My hobbies are Martial Arts, Swimming, Gym, Dance Classes, Iceskating, Ten-Pin Bowling and travelling. I can even tell your fortune.  When I am not spending time with family and friends, I spend quiet time at home with my cat, Salem.

Everyone has goals, aspirations and a strategy.  Where I add value is providing you with holistic financial planning advice tailored to your circumstances, tweaking your strategy so that you arrive at your goals quickly and in the most tax-efficent way.  After all: dreams don't die, we kill them.

About my services

Services and Support that I offer

  • Protecting you and your family
  • Helping you have the Retirement that you want
  • Saving and Investing for the future
  • Estate Planning to help protect against Inheritance Tax
  • Saving for your children or grandchildren
  • Business Protection for owners, directors and key personnel

 

My Commitment to you

I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.