Melanie Roberts – Wealth Management
After successfully graduating from University I embarked on my career in Financial Services.
I am a highly experienced financial adviser, having worked in the industry for the past 18 years.
Prior to joining St. James’s Place Wealth Management, I had a very successful career working for the Halifax as a Financial Adviser and then later working for Nationwide Building Society as a Financial Planning Manager.
I had always harbored a desire to run my own advisory business and it became clear to me that my clients needed help with all their financial needs. They needed a wider scope of advice and solutions, whilst also the financial strength and security that a large company provides.
After doing my research I made the decision to become an Associate Partner Practice of St. James’s Place Wealth Management who are one of the largest wealth managers in the UK, trusted by around half a million clients to manage over £96 billion of hard earned wealth.
By doing so it enables me to offer a personal, face-to-face wealth management service tailored to suit your specific needs. As well as running my own business in a way that can best help my clients with the backing of a firm on the FTSE 100.
Their award winning proposition, independent investment committee and wide scope of financial advice are perfectly suited to private clients needs and enables me as an adviser to do the job I love of providing face to face financial advice in simple and easy terms and recommending tailor made solutions.
I specialise in providing advice in the following areas:
- Retirement Planning, maximising your pension fund, planning your retirement, nearing retirement
- Investing for income
- Investment planning
- Intergenerational wealth management
- Personal Protection including Life/Critical Illness/Income Protection and Private Medical Insurance
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Tel: 07808 158177