Roy Brand

DipPFS

After working in the Practice since 2008, Roy became a Director of CFS Wealth Planning Limited In 2019.

Roy is married to Sarah and is the proud father of two daughters, Romy and Lyla and a dog Gizmo.

About

Roy was invited to join St. James's Place in 2008 after building up extensive experience with a large UK Mutual Life Assurance Company and one of the UK's largest bancassurers specialising in advice to Businesses.

He now specialises in advising new and existing clients on their protection, retirement, savings and investment planning needs whilst building long term, trusting relationships along the way.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

CFS Wealth Planning Limited is registered in England and Wales, Number 11999497. Registered Office: 15-17 Osborns Court, Olney, Buckinghamshire, MK46 4LA.