Clive Roberts  DipFA

CHELMER WEALTH MANAGEMENT

07771 676 410

01277 625 564

In 2019, Clive had the privilege of being invited to join St. James’s Place Wealth Management and in accepting founded Chelmer Wealth Management.

With over 30 years’ experience in Financial services in the City, initially in the derivatives market and more recently acted as a Discretionary Fund manager, he has provided bespoke advice and products to individuals, HNW clients, directors and business owners.

The move to St. James’s Place has allowed him the freedom to spend the time and attention required to fully understand his client’s needs and long term goals, building the foundations for long term trusted relationships all whilst being to provide the products and services of St. James’s Place.

Clive regularly meets with his clients to monitor their financial plans continue to meet ever changing circumstances and priorities. Where appropriate, taking into consideration the needs of families as a whole, we can provide advice that benefits generations within the same family with targeted outcomes. Clive’s main areas of expertise are Retirement & Pension Planning, Wealth Management and Investment Planning, Inheritance Tax Planning, Protection (life, critical illness, income protection).

Clive is husband to long suffering Adele, a proud father of two grown lads and doting grandfather to two beautiful granddaughters. Downtime includes the odd game of golf, (at least that is what he’s told, ‘’it’s very odd!’’). He is a keen rugby supporter, enjoys gardening and socialising with friends whilst discovering new restaurants and wines.

Your home may be repossessed if you do not keep up repayments on your mortgage.

FCA regulated

Over 30 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Essex area

 

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

LOCATION

 

Chelmer Wealth Management

32 Norsey Close

Billericay

Essex

CM11 1AP

 

 

SERVICES

Chelmer Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

retirement planning

QUALIFICATIONS

Clive has worked in financial services for over 30 years and is qualified to offer advice in a number of areas.

Diploma for Financial Advisors (Dip FA)

 

qualifications

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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.
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