Biography of Roy Spencer

Specialist area:
Retirement Options & Investment Planning

“At all times Roy has been professional, prompt and personable. He ensures that he explains things thoroughly, researches well and backs up his recommendations with evidence to enable important decisions to be made. He pays attention to detail and is trustworthy, so we have been confident to recommend him to various friends and acquaintances, who have also become clients of Roy”

• 1965 - 1968 Clerk, Lloyds Trustees Savings Bank
  
• 1968 - 1993 Manager, Alliance & Leicester Building Society
  
• 1993 - 2001 Financial Adviser, Prudential Assurance
  
• 2001 - 2008 Independent Financial Adviser, Maplelord Financial Management
  
• 2008 -Date Independent Financial Adviser, Four Corners Financial Management

Qualifications

FPC - 1, 2 & 3, Financial Planning Certificate
CF2 - Savings & Investments
CF6 - Mortgages
CF9 - Pensions Simplification
K10 - Retirement Options

Designation

CeMAP
FPC - Financial Planning Certificate