Roya Ansary
DipPFS, BA, M.Phil
I provide financial advice to individuals, families and corporates. 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. I am honoured that my clients also see me as their confidante, friend and the go-to person in times of need.
About
I am a Diploma Qualified Financial Adviser and have been advising individuals and corporates since 2009. Previously, I have worked as an Independent Financial Adviser as well as at a Global Bank.
I am fortunate enough to have also worked in the following industries: Financial Services (Buy Side, Sell Side and Derivatives), Law as well as in the Oil & Gas sector. This means that I understand your business, whatever your line of work is. I speak 6 languages and have lived in many countries so I have an International clientele.
Everyone has goals, aspirations and a strategy. Where I add value is providing you with holistic financial planning advice, tailored to your circumstances, and help tweak your strategy so that you arrive at your goals more quickly and in the most tax-efficient way. After all, dreams don't die, we kill them.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 09/01/2025
The Partner 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.
