An Associate Partner Practice of St. James's Place Wealth Management

Chelmer Wealth Management

Clive Roberts

DipFA

At Chelmer Wealth Management we recognise that your personal and financial circumstances are unique.

By focusing on our core values of experience, excellence of service and integrity, we aim to provide you with the wealth management solutions that help you to minimise tax, maximise wealth and protect against risk.

About

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. 

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Testimonials

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After ten years with a competitor we transferred over in 2019 and are extreme pleased with the step up in advice, and also the competitive annual fees. We feel very confident that our needs and plans are listened to and understood. Some of our existing ideas were confirmed and some great new ones ...
Michael & Rhonda |Supply chain consultant, Rotherhithe, London

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.