Showing Best Selected Financial Advisors Covering Chelmsford Area

Clive Roberts  DipFA

CHELMER WEALTH MANAGEMENT

01277 625 564

07771 676 410

Clive Roberts

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.

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

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Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Chelmsford area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

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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